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Diversified Enterprises’s JPMorgan Income ETF JPIE Stock Holding History

Diversified Enterprises’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 		$37.9M Buy
822,163
+28,955
+4% +$1.33M 1.83% 12
2026
Q1 		$36.5M Buy
793,208
+33,443
+4% +$1.55M 2% 12
2025
Q4 		$35.2M Buy
759,765
+21,271
+3% +$985K 2.09% 11
2025
Q3 		$34.3M Buy
738,494
+23,304
+3% +$1.08M 2.31% 11
2025
Q2 		$33.1M Buy
715,190
+41,620
+6% +$1.91M 2.47% 10
2025
Q1 		$31M Buy
673,570
+33,843
+5% +$1.55M 2.61% 10
2024
Q4 		$29.2M Buy
639,727
+19,514
+3% +$895K 2.78% 9
2024
Q3 		$28.8M Buy
+620,213
New +$28.5M 3.16% 8

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

Diversified Enterprises's JPIE Position: Q2 2026 in Review

Diversified Enterprises increased its JPMorgan Income ETF (JPIE) stake by 3.7% in Q2 2026, buying an estimated $1.33M and bringing the position to 822,163 shares worth $37.9M. The position accounts for 1.83% of the portfolio, ranked #12.

Diversified Enterprises first reported a position in JPIE in Q3 2024 and has held it in 8 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Diversified Enterprises held 822,163 shares of JPMorgan Income ETF worth $37.9M as of Q2 2026.
  • Diversified Enterprises bought 28,955 JPMorgan Income ETF shares in Q2 2026, an estimated $1.33M.
  • JPMorgan Income ETF made up 1.83% of Diversified Enterprises's portfolio in Q2 2026, its #12 holding.
  • Diversified Enterprises first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.