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

Concorde 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 		– Sell
-5,022
Closed -$231K – 198
2026
Q1 		$231K Sell
5,022
-4,353
-46% -$202K 0.11% 173
2025
Q4 		$434K Buy
+9,375
New +$434K 0.17% 116

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

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

Concorde Asset Management sold out of JPMorgan Income ETF (JPIE) in Q2 2026, closing a stake of 5,022 shares — an estimated $231K sold.

Concorde Asset Management first reported a position in JPIE in Q4 2025 and held it in 2 quarters. The position peaked at $434K in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Concorde Asset Management reported no remaining JPMorgan Income ETF position as of Q2 2026 after selling out during the quarter.
  • Concorde Asset Management sold 5,022 JPMorgan Income ETF shares in Q2 2026, an estimated $231K.
  • Concorde Asset Management first reported a position in JPMorgan Income ETF in Q4 2025 and held it in 2 quarters.
  • Concorde Asset Management's JPMorgan Income ETF position peaked at $434K in Q4 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.