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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
Q2 		– Sell
-16,937
Closed -$778K – 285
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

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

Convergence Financial's JPIE Position: Q2 2026 in Review

Convergence Financial sold out of JPMorgan Income ETF (JPIE) in Q2 2026, closing a stake of 16,937 shares — an estimated $778K sold.

Convergence Financial first reported a position in JPIE in Q2 2024 and held it in 8 quarters. The position peaked at $778K in Q1 2026. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Convergence Financial reported no remaining JPMorgan Income ETF position as of Q2 2026 after selling out during the quarter.
  • Convergence Financial sold 16,937 JPMorgan Income ETF shares in Q2 2026, an estimated $778K.
  • Convergence Financial first reported a position in JPMorgan Income ETF in Q2 2024 and held it in 8 quarters.
  • Convergence Financial's JPMorgan Income ETF position peaked at $778K in Q1 2026.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.