Charles Schwab
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Charles Schwab’s JPMorgan Income ETF JPIE Stock Holding History

Charles Schwab’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 		$616M Buy
13,379,994
+4,700,305
+54% +$216M 0.08% 197
2026
Q1 		$400M Buy
+8,679,689
New +$402M 0.06% 261

Other funds holding JPIE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Charles Schwab's JPIE Position: Q2 2026 in Review

Charles Schwab increased its JPMorgan Income ETF (JPIE) stake by 54% in Q2 2026, buying an estimated $216M and bringing the position to 13,379,994 shares worth $616M. The position accounts for 0.08% of the portfolio, ranked #197.

Charles Schwab first reported a position in JPIE in Q1 2026 and has held it in 2 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Charles Schwab held 13,379,994 shares of JPMorgan Income ETF worth $616M as of Q2 2026.
  • Charles Schwab bought 4,700,305 JPMorgan Income ETF shares in Q2 2026, an estimated $216M.
  • JPMorgan Income ETF made up 0.08% of Charles Schwab's portfolio in Q2 2026, its #197 holding.
  • Charles Schwab first reported a position in JPMorgan Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.