CAM
JPIE icon

Costello Asset Management’s JPMorgan Income ETF JPIE Stock Holding History

Costello Asset Management’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 		$5.97K Buy
130
+2
+2% +$92 ﹤0.01% 567
2026
Q1 		$5.89K Buy
128
+2
+2% +$93 ﹤0.01% 542
2025
Q4 		$5.84K Sell
126
-34
-21% -$1.57K ﹤0.01% 537
2025
Q3 		$7.43K Buy
+160
New +$7.41K ﹤0.01% 492

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

Costello Asset Management's JPIE Position: Q2 2026 in Review

Costello Asset Management increased its JPMorgan Income ETF (JPIE) stake by 1.6% in Q2 2026, buying an estimated $92 and bringing the position to 130 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Costello Asset Management first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.43K in Q3 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Costello Asset Management held 130 shares of JPMorgan Income ETF worth $5.97K as of Q2 2026.
  • Costello Asset Management bought 2 JPMorgan Income ETF shares in Q2 2026, an estimated $92.
  • JPMorgan Income ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #567 holding.
  • Costello Asset Management first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Costello Asset Management's JPMorgan Income ETF position peaked at $7.43K in Q3 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.