DOA
JPIE icon

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
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 $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

D'Orazio & Associates's JPIE Position: Q1 2026 in Review

D'Orazio & Associates increased its JPMorgan Income ETF (JPIE) stake by 1.4% in Q1 2026, buying an estimated $592K and bringing the position to 946,406 shares worth $43.6M. The position accounts for 5.65% of the portfolio, ranked #4.

D'Orazio & Associates first reported a position in JPIE in Q2 2023 and has held it in 12 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • D'Orazio & Associates held 946,406 shares of JPMorgan Income ETF worth $43.6M as of Q1 2026.
  • D'Orazio & Associates bought 12,777 JPMorgan Income ETF shares in Q1 2026, an estimated $592K.
  • JPMorgan Income ETF made up 5.65% of D'Orazio & Associates's portfolio in Q1 2026, its #4 holding.
  • D'Orazio & Associates first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 12 quarters since.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on D'Orazio & Associates's 13F filing for Q1 2026, filed 7 May 2026.