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Cary Street Partners Investment Advisory’s JPMorgan Income ETF JPIE Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.39M Buy
95,312
+37,697
+65% +$1.73M 0.89% 23
2026
Q1 		$2.65M Buy
57,615
+14,018
+32% +$649K 0.68% 34
2025
Q4 		$2.02M Buy
43,597
+33,070
+314% +$1.53M 0.54% 46
2025
Q3 		$489K Buy
10,527
+979
+10% +$45.3K 0.2% 111
2025
Q2 		$442K Buy
9,548
+289
+3% +$13.2K 0.21% 112
2025
Q1 		$427K Buy
9,259
+5,499
+146% +$252K 0.25% 105
2024
Q4 		$172K Sell
3,760
-122,240
-97% -$5.6M 0.11% 202
2024
Q3 		$5.85M Buy
126,000
+32,796
+35% +$1.5M 0.22% 116
2024
Q2 		$4.24M Buy
93,204
+11,413
+14% +$516K 0.17% 140
2024
Q1 		$3.73M Buy
81,791
+14,577
+22% +$662K 0.16% 156
2023
Q4 		$3.07M Buy
67,214
+16,783
+33% +$749K 0.15% 169
2023
Q3 		$2.24M Buy
50,431
+13,621
+37% +$610K 0.12% 201
2023
Q2 		$1.66M Buy
36,810
+1,220
+3% +$55.5K 0.11% 198
2023
Q1 		$1.63M Sell
35,590
-1,200
-3% -$54.7K 0.12% 189
2022
Q4 		$1.66M Buy
36,790
+11,756
+47% +$527K 0.12% 187
2022
Q3 		$1.11M Buy
25,034
+18,434
+279% +$850K 0.09% 210
2022
Q2 		$303K Buy
+6,600
New +$311K 0.03% 357

Other funds holding JPIE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return

Cary Street Partners Investment Advisory's JPIE Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its JPMorgan Income ETF (JPIE) stake by 65% in Q2 2026, buying an estimated $1.73M and bringing the position to 95,312 shares worth $4.39M. The position accounts for 0.89% of the portfolio, ranked #23.

Cary Street Partners Investment Advisory first reported a position in JPIE in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.85M in Q3 2024. 338 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Cary Street Partners Investment Advisory held 95,312 shares of JPMorgan Income ETF worth $4.39M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 37,697 JPMorgan Income ETF shares in Q2 2026, an estimated $1.73M.
  • JPMorgan Income ETF made up 0.89% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #23 holding.
  • Cary Street Partners Investment Advisory first reported a position in JPMorgan Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Cary Street Partners Investment Advisory's JPMorgan Income ETF position peaked at $5.85M in Q3 2024.
  • 338 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.