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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
Q2 		$392K Hold
8,511
– – 0.02% 504
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 $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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dorsey & Whitney Trust's JPIE Position: Q2 2026 in Review

Dorsey & Whitney Trust held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 8,511 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #504.

Dorsey & Whitney Trust first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. The position peaked at $392K in Q1 2026. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Dorsey & Whitney Trust held 8,511 shares of JPMorgan Income ETF worth $392K as of Q2 2026.
  • Dorsey & Whitney Trust left its JPMorgan Income ETF share count unchanged in Q2 2026.
  • JPMorgan Income ETF made up 0.02% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #504 holding.
  • Dorsey & Whitney Trust first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Dorsey & Whitney Trust's JPMorgan Income ETF position peaked at $392K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.