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Confluence Wealth Services’s JPMorgan Income ETF JPIE Stock Holding History

Confluence Wealth 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 		$34.1M Buy
740,802
+184,955
+33% +$8.51M 0.98% 22
2026
Q1 		$25.6M Buy
555,847
+97,788
+21% +$4.53M 0.99% 23
2025
Q4 		$21.2M Buy
458,059
+440,072
+2,447% +$20.4M 0.88% 22
2025
Q3 		$835K Buy
17,987
+9,532
+113% +$441K 0.04% 198
2025
Q2 		$392K Hold
8,455
– – 0.02% 275
2025
Q1 		$386K Buy
8,455
+2,780
+49% +$128K 0.02% 263
2024
Q4 		$260K Buy
5,675
+251
+5% +$11.5K 0.02% 290
2024
Q3 		$252K Buy
+5,424
New +$249K 0.02% 305

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

Confluence Wealth Services's JPIE Position: Q2 2026 in Review

Confluence Wealth Services increased its JPMorgan Income ETF (JPIE) stake by 33% in Q2 2026, buying an estimated $8.51M and bringing the position to 740,802 shares worth $34.1M. The position accounts for 0.98% of the portfolio, ranked #22.

Confluence Wealth Services first reported a position in JPIE in Q3 2024 and has held it in 8 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Confluence Wealth Services held 740,802 shares of JPMorgan Income ETF worth $34.1M as of Q2 2026.
  • Confluence Wealth Services bought 184,955 JPMorgan Income ETF shares in Q2 2026, an estimated $8.51M.
  • JPMorgan Income ETF made up 0.98% of Confluence Wealth Services's portfolio in Q2 2026, its #22 holding.
  • Confluence Wealth Services first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.