CA
JPIE icon

Cornerstone Advisory’s JPMorgan Income ETF JPIE Stock Holding History

Cornerstone 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 		$38.2M Buy
829,529
+140,939
+20% +$6.49M 3.17% 5
2026
Q1 		$31.7M Buy
688,590
+55,746
+9% +$2.58M 3% 6
2025
Q4 		$29.3M Buy
632,844
+35,286
+6% +$1.63M 2.79% 8
2025
Q3 		$27.7M Buy
597,558
+35,122
+6% +$1.63M 2.72% 8
2025
Q2 		$26.1M Buy
562,436
+21,513
+4% +$986K 2.8% 7
2025
Q1 		$24.7M Buy
540,923
+49,058
+10% +$2.25M 2.89% 8
2024
Q4 		$22.6M Buy
491,865
+398,276
+426% +$18.3M 2.56% 10
2024
Q3 		$4.34M Buy
93,589
+85,347
+1,036% +$3.92M 0.57% 44
2024
Q2 		$375K Buy
8,242
+2,443
+42% +$110K 0.05% 146
2024
Q1 		$264K Sell
5,799
-222
-4% -$10.1K 0.04% 198
2023
Q4 		$275K Sell
6,021
-8,644
-59% -$386K 0.04% 190
2023
Q3 		$651K Sell
14,665
-3,811
-21% -$171K 0.11% 107
2023
Q2 		$835K Sell
18,476
-2,802
-13% -$128K 0.15% 92
2023
Q1 		$974K Buy
21,278
+9,154
+76% +$417K 0.18% 84
2022
Q4 		$547K Buy
+12,124
New +$543K 0.11% 119

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

Cornerstone Advisory's JPIE Position: Q2 2026 in Review

Cornerstone Advisory increased its JPMorgan Income ETF (JPIE) stake by 20% in Q2 2026, buying an estimated $6.49M and bringing the position to 829,529 shares worth $38.2M. The position accounts for 3.17% of the portfolio, ranked #5.

Cornerstone Advisory first reported a position in JPIE in Q4 2022 and has held it in 15 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Cornerstone Advisory held 829,529 shares of JPMorgan Income ETF worth $38.2M as of Q2 2026.
  • Cornerstone Advisory bought 140,939 JPMorgan Income ETF shares in Q2 2026, an estimated $6.49M.
  • JPMorgan Income ETF made up 3.17% of Cornerstone Advisory's portfolio in Q2 2026, its #5 holding.
  • Cornerstone Advisory first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.