CF
JPIE icon

Convergence Financial’s JPMorgan Income ETF JPIE Stock Holding History

Convergence Financial’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
Q1 		$778K Buy
16,937
+1,594
+10% +$73.8K 0.08% 119
2025
Q4 		$710K Buy
15,343
+510
+3% +$23.6K 0.1% 101
2025
Q3 		$688K Buy
14,833
+563
+4% +$26.1K 0.1% 104
2025
Q2 		$661K Buy
14,270
+841
+6% +$38.5K 0.11% 96
2025
Q1 		$619K Buy
13,429
+1,495
+13% +$68.6K 0.12% 89
2024
Q4 		$544K Buy
11,934
+1,764
+17% +$80.9K 0.11% 87
2024
Q3 		$472K Buy
10,170
+2,481
+32% +$114K 0.1% 93
2024
Q2 		$350K Buy
+7,689
New +$348K 0.09% 113

Other funds holding JPIE

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return