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
Q3
$807K Buy
17,948
+10,963
+157% +$501K 0.01% 734
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: Q3 2026 in Review

Diversify Advisory Services increased its JPMorgan Income ETF (JPIE) stake by 157% in Q3 2026, buying an estimated $501K and bringing the position to 17,948 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #734.

Diversify Advisory Services first reported a position in JPIE in Q2 2024 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

  • Diversify Advisory Services held 17,948 shares of JPMorgan Income ETF worth $807K as of Q3 2026.
  • Diversify Advisory Services bought 10,963 JPMorgan Income ETF shares in Q3 2026, an estimated $501K.
  • JPMorgan Income ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #734 holding.
  • Diversify Advisory Services first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 4 quarters since.
  • 137 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.