Commonwealth Equity Services’s JPMorgan Income ETF JPIE Stock Holding History

Commonwealth Equity Services’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	$18.3M	Sell	397,952 -239,236	-38%	-$11M	0.02%	630
2026 Q1	$29.4M	Buy	637,188 +60,408	+10%	+$2.8M	0.04%	431
2025 Q4	$26.7M	Buy	576,780 +175,370	+44%	+$8.12M	0.04%	457
2025 Q3	$18.6M	Buy	401,410 +21,085	+6%	+$976K	0.02%	601
2025 Q2	$17.6M	Buy	380,325 +68,562	+22%	+$3.14M	0.02%	627
2025 Q1	$14.4M	Buy	311,763 +173,476	+125%	+$7.96M	0.02%	689
2024 Q4	$6.31M	Buy	138,287 +9,784	+8%	+$449K	0.01%	1095
2024 Q3	$5.96M	Buy	128,503 +25,966	+25%	+$1.19M	0.01%	1105
2024 Q2	$4.66M	Buy	102,537 +10,918	+12%	+$494K	0.01%	1235
2024 Q1	$4.17M	Buy	91,619 +9,182	+11%	+$417K	0.01%	1290
2023 Q4	$3.76M	Buy	82,437 +40,509	+97%	+$1.81M	0.01%	1278
2023 Q3	$1.86M	Buy	41,928 +8,998	+27%	+$403K	﹤0.01%	1650
2023 Q2	$1.49M	Buy	32,930 +2,370	+8%	+$108K	﹤0.01%	1820
2023 Q1	$1.4M	Buy	30,560 +4,119	+16%	+$188K	﹤0.01%	1801
2022 Q4	$1.19M	Buy	26,441 +20,826	+371%	+$933K	﹤0.01%	1852
2022 Q3	$248K	Buy	+5,615	New	+$259K	﹤0.01%	2976

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

Commonwealth Equity Services's JPIE Position: Q2 2026 in Review

Commonwealth Equity Services reduced its JPMorgan Income ETF (JPIE) stake by 38% in Q2 2026, selling an estimated $11M and leaving 397,952 shares worth $18.3M. The position accounts for 0.02% of the portfolio, ranked #630.

Commonwealth Equity Services first reported a position in JPIE in Q3 2022 and has held it in 16 quarters since. The position peaked at $29.4M in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Commonwealth Equity Services held 397,952 shares of JPMorgan Income ETF worth $18.3M as of Q2 2026.
Commonwealth Equity Services sold 239,236 JPMorgan Income ETF shares in Q2 2026, an estimated $11M.
JPMorgan Income ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #630 holding.
Commonwealth Equity Services first reported a position in JPMorgan Income ETF in Q3 2022 and has held it in 16 quarters since.
Commonwealth Equity Services's JPMorgan Income ETF position peaked at $29.4M in Q1 2026.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.