EFS
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Essex Financial Services’s JPMorgan Income ETF JPIE Stock Holding History

Essex Financial Services’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 		$202K Buy
4,385
+7
+0.2% +$322 0.01% 804
2026
Q1 		$202K Buy
+4,378
New +$203K 0.01% 755
2025
Q1 		– Sell
-5,225
Closed -$238K – 651
2024
Q4 		$238K Buy
5,225
+75
+1% +$3.44K 0.02% 549
2024
Q3 		$237K Sell
5,150
-825
-14% -$37.8K 0.02% 552
2024
Q2 		$273K Buy
+5,975
New +$270K 0.02% 511

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

Essex Financial Services's JPIE Position: Q2 2026 in Review

Essex Financial Services increased its JPMorgan Income ETF (JPIE) stake by 0.16% in Q2 2026, buying an estimated $322 and bringing the position to 4,385 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #804.

Essex Financial Services first reported a position in JPIE in Q2 2024 and has held it in 5 quarters since. The position peaked at $273K in Q2 2024. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Essex Financial Services held 4,385 shares of JPMorgan Income ETF worth $202K as of Q2 2026.
  • Essex Financial Services bought 7 JPMorgan Income ETF shares in Q2 2026, an estimated $322.
  • JPMorgan Income ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #804 holding.
  • Essex Financial Services first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 5 quarters since.
  • Essex Financial Services's JPMorgan Income ETF position peaked at $273K in Q2 2024.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.