Cobblestone Asset Management’s JPMorgan Income ETF JPIE Stock Holding History

Cobblestone Asset Management’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	$987K	Buy	21,427 +2,116	+11%	+$97.4K	0.41%	40
2026 Q1	$890K	Buy	19,311 +2,189	+13%	+$101K	0.4%	43
2025 Q4	$793K	Buy	17,122 +7,955	+87%	+$369K	0.36%	42
2025 Q3	$425K	Buy	9,167 +33	+0.4%	+$1.53K	0.19%	55
2025 Q2	$423K	Sell	9,134 -1,041	-10%	-$47.7K	0.22%	52
2025 Q1	$469K	Buy	+10,175	New	+$467K	0.27%	43

Other funds holding JPIE

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cobblestone Asset Management's JPIE Position: Q2 2026 in Review

Cobblestone Asset Management increased its JPMorgan Income ETF (JPIE) stake by 11% in Q2 2026, buying an estimated $97.4K and bringing the position to 21,427 shares worth $987K. The position accounts for 0.41% of the portfolio, ranked #40.

Cobblestone Asset Management first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Cobblestone Asset Management held 21,427 shares of JPMorgan Income ETF worth $987K as of Q2 2026.
Cobblestone Asset Management bought 2,116 JPMorgan Income ETF shares in Q2 2026, an estimated $97.4K.
JPMorgan Income ETF made up 0.41% of Cobblestone Asset Management's portfolio in Q2 2026, its #40 holding.
Cobblestone Asset Management first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Cobblestone Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.