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Concurrent Investment Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Concurrent Investment Advisors’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 		$1.97M Buy
42,772
+10,568
+33% +$486K 0.02% 726
2026
Q1 		$1.48M Buy
32,204
+11,160
+53% +$517K 0.02% 719
2025
Q4 		$974K Buy
21,044
+7,370
+54% +$341K 0.01% 844
2025
Q3 		$635K Buy
+13,674
New +$633K 0.01% 815

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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Concurrent Investment Advisors's JPIE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its JPMorgan Income ETF (JPIE) stake by 33% in Q2 2026, buying an estimated $486K and bringing the position to 42,772 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #726.

Concurrent Investment Advisors first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Concurrent Investment Advisors held 42,772 shares of JPMorgan Income ETF worth $1.97M as of Q2 2026.
  • Concurrent Investment Advisors bought 10,568 JPMorgan Income ETF shares in Q2 2026, an estimated $486K.
  • JPMorgan Income ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #726 holding.
  • Concurrent Investment Advisors first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.