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Continuum Advisory’s JPMorgan Income ETF JPIE Stock Holding History

Continuum Advisory’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 		$5.29M Buy
114,965
+1,719
+2% +$79.1K 0.43% 51
2026
Q1 		$5.22M Buy
113,246
+4,720
+4% +$219K 0.5% 47
2025
Q4 		$5.02M Buy
108,526
+8,247
+8% +$382K 0.5% 50
2025
Q3 		$4.65M Buy
100,279
+9,541
+11% +$442K 0.49% 50
2025
Q2 		$4.2M Buy
90,738
+14,408
+19% +$660K 0.51% 47
2025
Q1 		$3.52M Buy
76,330
+19,377
+34% +$889K 0.45% 51
2024
Q4 		$2.6M Buy
56,953
+12,088
+27% +$554K 0.33% 75
2024
Q3 		$2.05M Buy
44,865
+43,420
+3,005% +$1.99M 0.26% 91
2024
Q2 		$65.7K Hold
1,445
– – 0.01% 567
2024
Q1 		$65.3K Buy
+1,445
New +$65.7K 0.01% 557

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

Continuum Advisory's JPIE Position: Q2 2026 in Review

Continuum Advisory increased its JPMorgan Income ETF (JPIE) stake by 1.5% in Q2 2026, buying an estimated $79.1K and bringing the position to 114,965 shares worth $5.29M. The position accounts for 0.43% of the portfolio, ranked #51.

Continuum Advisory first reported a position in JPIE in Q1 2024 and has held it in 10 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Continuum Advisory held 114,965 shares of JPMorgan Income ETF worth $5.29M as of Q2 2026.
  • Continuum Advisory bought 1,719 JPMorgan Income ETF shares in Q2 2026, an estimated $79.1K.
  • JPMorgan Income ETF made up 0.43% of Continuum Advisory's portfolio in Q2 2026, its #51 holding.
  • Continuum Advisory first reported a position in JPMorgan Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.