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Cooper Financial Group’s JPMorgan Income ETF JPIE Stock Holding History

Cooper Financial Group’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 		$2.12M Buy
46,108
+1,162
+3% +$53.5K 0.18% 104
2026
Q1 		$2.07M Sell
44,946
-77
-0.2% -$3.56K 0.21% 90
2025
Q4 		$2.08M Buy
45,023
+7,028
+18% +$326K 0.22% 80
2025
Q3 		$1.76M Buy
37,995
+6,115
+19% +$283K 0.2% 87
2025
Q2 		$1.48M Buy
31,880
+6,131
+24% +$281K 0.17% 102
2025
Q1 		$1.19M Buy
25,749
+3,147
+14% +$144K 0.16% 120
2024
Q4 		$1.03M Sell
22,602
-1,038
-4% -$47.6K 0.12% 143
2024
Q3 		$1.1M Buy
23,640
+2,744
+13% +$126K 0.14% 131
2024
Q2 		$950K Sell
20,896
-6,840
-25% -$309K 0.14% 132
2024
Q1 		$1.26M Buy
27,736
+4,955
+22% +$225K 0.21% 93
2023
Q4 		$1.04M Buy
22,781
+7,344
+48% +$328K 0.19% 108
2023
Q3 		$685K Buy
15,437
+4,912
+47% +$220K 0.16% 141
2023
Q2 		$476K Buy
10,525
+5,525
+111% +$252K 0.12% 199
2023
Q1 		$229K Buy
+5,000
New +$228K 0.06% 273

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

Cooper Financial Group's JPIE Position: Q2 2026 in Review

Cooper Financial Group increased its JPMorgan Income ETF (JPIE) stake by 2.6% in Q2 2026, buying an estimated $53.5K and bringing the position to 46,108 shares worth $2.12M. The position accounts for 0.18% of the portfolio, ranked #104.

Cooper Financial Group first reported a position in JPIE in Q1 2023 and has held it in 14 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Cooper Financial Group held 46,108 shares of JPMorgan Income ETF worth $2.12M as of Q2 2026.
  • Cooper Financial Group bought 1,162 JPMorgan Income ETF shares in Q2 2026, an estimated $53.5K.
  • JPMorgan Income ETF made up 0.18% of Cooper Financial Group's portfolio in Q2 2026, its #104 holding.
  • Cooper Financial Group first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.