DHJJ Financial Advisors’s JPMorgan Income ETF JPIE Stock Holding History

DHJJ Financial Advisors’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	$415	Hold	9	–	–	﹤0.01%	920
2026 Q1	$415	Hold	9	–	–	﹤0.01%	912
2025 Q4	$417	Hold	9	–	–	﹤0.01%	874
2025 Q3	$418	Hold	9	–	–	﹤0.01%	846
2025 Q2	$417	Hold	9	–	–	﹤0.01%	821
2025 Q1	$415	Hold	9	–	–	﹤0.01%	770
2024 Q4	$411	Hold	9	–	–	﹤0.01%	742
2024 Q3	$418	Hold	9	–	–	﹤0.01%	724
2024 Q2	$410	Hold	9	–	–	﹤0.01%	676
2024 Q1	$411	Hold	9	–	–	﹤0.01%	668
2023 Q4	$411	Hold	9	–	–	﹤0.01%	650
2023 Q3	$400	Buy	+9	New	+$403	﹤0.01%	645

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DHJJ Financial Advisors's JPIE Position: Q2 2026 in Review

DHJJ Financial Advisors held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 9 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #920.

DHJJ Financial Advisors first reported a position in JPIE in Q3 2023 and has held it in 12 quarters since. The position peaked at $418 in Q3 2025. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

DHJJ Financial Advisors held 9 shares of JPMorgan Income ETF worth $415 as of Q2 2026.
DHJJ Financial Advisors left its JPMorgan Income ETF share count unchanged in Q2 2026.
JPMorgan Income ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #920 holding.
DHJJ Financial Advisors first reported a position in JPMorgan Income ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's JPMorgan Income ETF position peaked at $418 in Q3 2025.
479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.