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D'Orazio & Associates’s JPMorgan Income ETF JPIE Stock Holding History

D'Orazio & Associates’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 		$45.7M Buy
991,357
+44,951
+5% +$2.07M 5.28% 2
2026
Q1 		$43.6M Buy
946,406
+12,777
+1% +$592K 5.65% 4
2025
Q4 		$43.2M Buy
933,629
+31,687
+4% +$1.47M 5.52% 4
2025
Q3 		$41.9M Buy
901,942
+50,920
+6% +$2.36M 5.53% 4
2025
Q2 		$39.4M Buy
851,022
+25,888
+3% +$1.19M 5.55% 4
2025
Q1 		$38M Buy
825,134
+30,104
+4% +$1.38M 5.76% 4
2024
Q4 		$36.3M Buy
795,030
+38,402
+5% +$1.76M 5.34% 3
2024
Q3 		$35.1M Buy
756,628
+67,039
+10% +$3.08M 4.97% 5
2024
Q2 		$31.3M Buy
689,589
+61,286
+10% +$2.77M 4.81% 5
2024
Q1 		$28.6M Buy
628,303
+86,089
+16% +$3.91M 4.61% 6
2023
Q4 		$24.7M Buy
542,214
+347,647
+179% +$15.5M 4.43% 8
2023
Q3 		$8.64M Buy
194,567
+122,853
+171% +$5.5M 1.94% 12
2023
Q2 		$3.24M Buy
+71,714
New +$3.26M 0.76% 20

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

D'Orazio & Associates's JPIE Position: Q2 2026 in Review

D'Orazio & Associates increased its JPMorgan Income ETF (JPIE) stake by 4.7% in Q2 2026, buying an estimated $2.07M and bringing the position to 991,357 shares worth $45.7M. The position accounts for 5.28% of the portfolio, ranked #2.

D'Orazio & Associates first reported a position in JPIE in Q2 2023 and has held it in 13 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • D'Orazio & Associates held 991,357 shares of JPMorgan Income ETF worth $45.7M as of Q2 2026.
  • D'Orazio & Associates bought 44,951 JPMorgan Income ETF shares in Q2 2026, an estimated $2.07M.
  • JPMorgan Income ETF made up 5.28% of D'Orazio & Associates's portfolio in Q2 2026, its #2 holding.
  • D'Orazio & Associates first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.