Envestnet Portfolio Solutions
JPIE icon

Envestnet Portfolio Solutions’s JPMorgan Income ETF JPIE Stock Holding History

Envestnet Portfolio Solutions’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 		$1.67M Buy
36,170
+6,367
+21% +$293K 0.01% 545
2026
Q1 		$1.37M Sell
29,803
-161,945
-84% -$7.5M 0.01% 541
2025
Q4 		$8.88M Buy
191,748
+61,695
+47% +$2.86M 0.03% 262
2025
Q3 		$6.04M Buy
130,053
+32,374
+33% +$1.5M 0.02% 312
2025
Q2 		$4.52M Buy
97,679
+32,577
+50% +$1.49M 0.02% 389
2025
Q1 		$3M Buy
65,102
+18,096
+38% +$830K 0.01% 488
2024
Q4 		$2.14M Buy
47,006
+6,746
+17% +$309K 0.01% 640
2024
Q3 		$1.87M Buy
40,260
+4,085
+11% +$187K 0.01% 683
2024
Q2 		$1.64M Buy
36,175
+6,363
+21% +$288K 0.01% 696
2024
Q1 		$1.36M Buy
29,812
+23,619
+381% +$1.07M 0.01% 750
2023
Q4 		$282K Buy
+6,193
New +$276K ﹤0.01% 1329

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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions's JPIE Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its JPMorgan Income ETF (JPIE) stake by 21% in Q2 2026, buying an estimated $293K and bringing the position to 36,170 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #545.

Envestnet Portfolio Solutions first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.88M in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Envestnet Portfolio Solutions held 36,170 shares of JPMorgan Income ETF worth $1.67M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 6,367 JPMorgan Income ETF shares in Q2 2026, an estimated $293K.
  • JPMorgan Income ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #545 holding.
  • Envestnet Portfolio Solutions first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's JPMorgan Income ETF position peaked at $8.88M in Q4 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.