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Dorsey & Whitney Trust’s JPMorgan Income ETF JPIE Stock Holding History

Dorsey & Whitney Trust’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 		$392K Buy
8,511
+251
+3% +$11.6K 0.02% 490
2025
Q4 		$382K Hold
8,260
– – 0.02% 495
2025
Q3 		$383K Buy
+8,260
New +$382K 0.02% 490

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

Dorsey & Whitney Trust's JPIE Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its JPMorgan Income ETF (JPIE) stake by 3% in Q1 2026, buying an estimated $11.6K and bringing the position to 8,511 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #490.

Dorsey & Whitney Trust first reported a position in JPIE in Q3 2025 and has held it in 3 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Dorsey & Whitney Trust held 8,511 shares of JPMorgan Income ETF worth $392K as of Q1 2026.
  • Dorsey & Whitney Trust bought 251 JPMorgan Income ETF shares in Q1 2026, an estimated $11.6K.
  • JPMorgan Income ETF made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #490 holding.
  • Dorsey & Whitney Trust first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.