Emerald Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Emerald Advisors’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	$3.55M	Buy	77,189 +63,430	+461%	+$2.92M	0.45%	12
2026 Q1	$634K	Buy	13,759 +6,882	+100%	+$319K	0.08%	74
2025 Q4	$318K	Buy	6,877 +1,928	+39%	+$89.3K	0.04%	89
2025 Q3	$230K	Buy	4,949 +112	+2%	+$5.18K	0.03%	95
2025 Q2	$224K	Buy	4,837 +145	+3%	+$6.64K	0.03%	96
2025 Q1	$216K	Buy	+4,692	New	+$215K	0.03%	92

Other funds holding JPIE

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

LAMC

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Emerald Advisors's JPIE Position: Q2 2026 in Review

Emerald Advisors increased its JPMorgan Income ETF (JPIE) stake by 461% in Q2 2026, buying an estimated $2.92M and bringing the position to 77,189 shares worth $3.55M. The position accounts for 0.45% of the portfolio, ranked #12.

Emerald Advisors first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Emerald Advisors held 77,189 shares of JPMorgan Income ETF worth $3.55M as of Q2 2026.
Emerald Advisors bought 63,430 JPMorgan Income ETF shares in Q2 2026, an estimated $2.92M.
JPMorgan Income ETF made up 0.45% of Emerald Advisors's portfolio in Q2 2026, its #12 holding.
Emerald Advisors first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
91 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.