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Chesley Taft & Associates’s JPMorgan Income ETF JPIE Stock Holding History

Chesley Taft & Associates’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 		$4.05M Buy
87,890
+5,341
+6% +$246K 0.16% 113
2026
Q1 		$3.8M Buy
82,549
+2,629
+3% +$122K 0.16% 109
2025
Q4 		$3.7M Buy
79,920
+16,848
+27% +$781K 0.15% 115
2025
Q3 		$2.93M Buy
63,072
+4,975
+9% +$230K 0.12% 126
2025
Q2 		$2.69M Buy
+58,097
New +$2.66M 0.12% 128

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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

Chesley Taft & Associates's JPIE Position: Q2 2026 in Review

Chesley Taft & Associates increased its JPMorgan Income ETF (JPIE) stake by 6.5% in Q2 2026, buying an estimated $246K and bringing the position to 87,890 shares worth $4.05M. The position accounts for 0.16% of the portfolio, ranked #113.

Chesley Taft & Associates first reported a position in JPIE in Q2 2025 and has held it in 5 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Chesley Taft & Associates held 87,890 shares of JPMorgan Income ETF worth $4.05M as of Q2 2026.
  • Chesley Taft & Associates bought 5,341 JPMorgan Income ETF shares in Q2 2026, an estimated $246K.
  • JPMorgan Income ETF made up 0.16% of Chesley Taft & Associates's portfolio in Q2 2026, its #113 holding.
  • Chesley Taft & Associates first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.