Emerald Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Emerald Advisors's JPIE Position: Q1 2026 in Review

Emerald Advisors increased its JPMorgan Income ETF (JPIE) stake by 100% in Q1 2026, buying an estimated $319K and bringing the position to 13,759 shares worth $634K. The position accounts for 0.08% of the portfolio, ranked #74.

Emerald Advisors first reported a position in JPIE in Q1 2025 and has held it in 5 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Emerald Advisors held 13,759 shares of JPMorgan Income ETF worth $634K as of Q1 2026.
  • Emerald Advisors bought 6,882 JPMorgan Income ETF shares in Q1 2026, an estimated $319K.
  • JPMorgan Income ETF made up 0.08% of Emerald Advisors's portfolio in Q1 2026, its #74 holding.
  • Emerald Advisors first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Emerald Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.