Diversify Advisory Services’s JPMorgan Income ETF JPIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$320K Buy
+6,985
New +$321K 0.01% 1021
2024
Q4
Sell
-13,976
Closed -$643K 664
2024
Q3
$643K Buy
13,976
+1
+0% +$46 0.03% 336
2024
Q2
$635K Buy
+13,975
New +$632K 0.03% 331

Other funds holding JPIE

Diversify Advisory Services's JPIE Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 6,985 shares worth $320K. The stake represents 0.01% of the portfolio and ranks #1021 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in JPIE as recently as Q3 2024.

Diversify Advisory Services first reported a position in JPIE in Q2 2024 and has held it in 3 quarters since. The position peaked at $643K in Q3 2024. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Diversify Advisory Services held 6,985 shares of JPMorgan Income ETF worth $320K as of Q2 2026.
  • JPMorgan Income ETF was a new Diversify Advisory Services position in Q2 2026.
  • JPMorgan Income ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1021 holding.
  • Diversify Advisory Services first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 3 quarters since.
  • Diversify Advisory Services's JPMorgan Income ETF position peaked at $643K in Q3 2024.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.