Envestnet Asset Management’s JPMorgan Income ETF JPIE Stock Holding History

Envestnet Asset Management’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	$121M	Buy	2,634,836 +31,981	+1%	+$1.47M	0.03%	503
2026 Q1	$120M	Buy	2,602,855 +61,379	+2%	+$2.84M	0.03%	475
2025 Q4	$118M	Buy	2,541,476 +103,386	+4%	+$4.79M	0.03%	451
2025 Q3	$113M	Buy	2,438,090 +839,269	+52%	+$38.9M	0.03%	469
2025 Q2	$74.1M	Buy	1,598,821 +726,850	+83%	+$33.3M	0.02%	604
2025 Q1	$40.2M	Buy	871,971 +524,416	+151%	+$24.1M	0.01%	801
2024 Q4	$15.9M	Buy	347,555 +126,288	+57%	+$5.79M	0.01%	1331
2024 Q3	$10.3M	Buy	221,267 +67,924	+44%	+$3.12M	﹤0.01%	1612
2024 Q2	$6.97M	Buy	153,343 +24,537	+19%	+$1.11M	﹤0.01%	1795
2024 Q1	$5.87M	Buy	128,806 +34,255	+36%	+$1.56M	﹤0.01%	1872
2023 Q4	$4.31M	Buy	94,551 +57,134	+153%	+$2.55M	﹤0.01%	1998
2023 Q3	$1.66M	Buy	37,417 +11,186	+43%	+$501K	﹤0.01%	2470
2023 Q2	$1.19M	Buy	26,231 +13,193	+101%	+$601K	﹤0.01%	2623
2023 Q1	$597K	Sell	13,038 -1,642	-11%	-$74.8K	﹤0.01%	3032
2022 Q4	$662K	Buy	14,680 +7,604	+107%	+$341K	﹤0.01%	2931
2022 Q3	$313K	Buy	7,076 +622	+10%	+$28.7K	﹤0.01%	3310
2022 Q2	$296K	Buy	+6,454	New	+$304K	﹤0.01%	3362

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management's JPIE Position: Q2 2026 in Review

Envestnet Asset Management increased its JPMorgan Income ETF (JPIE) stake by 1.2% in Q2 2026, buying an estimated $1.47M and bringing the position to 2,634,836 shares worth $121M. The position accounts for 0.03% of the portfolio, ranked #503.

Envestnet Asset Management first reported a position in JPIE in Q2 2022 and has held it in 17 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Envestnet Asset Management held 2,634,836 shares of JPMorgan Income ETF worth $121M as of Q2 2026.
Envestnet Asset Management bought 31,981 JPMorgan Income ETF shares in Q2 2026, an estimated $1.47M.
JPMorgan Income ETF made up 0.03% of Envestnet Asset Management's portfolio in Q2 2026, its #503 holding.
Envestnet Asset Management first reported a position in JPMorgan Income ETF in Q2 2022 and has held it in 17 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.