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Essex LLC’s JPMorgan Income ETF JPIE Stock Holding History

Essex LLC’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 		$324K Hold
7,045
– – 0.05% 144
2026
Q1 		$325K Hold
7,045
– – 0.06% 143
2025
Q4 		$326K Hold
7,045
– – 0.06% 138
2025
Q3 		$327K Buy
7,045
+500
+8% +$23.1K 0.06% 135
2025
Q2 		$303K Hold
6,545
– – 0.06% 134
2025
Q1 		$302K Hold
6,545
– – 0.07% 127
2024
Q4 		$299K Buy
+6,545
New +$300K 0.06% 135

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

Essex LLC's JPIE Position: Q2 2026 in Review

Essex LLC held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 7,045 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #144.

Essex LLC first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $327K in Q3 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Essex LLC held 7,045 shares of JPMorgan Income ETF worth $324K as of Q2 2026.
  • Essex LLC left its JPMorgan Income ETF share count unchanged in Q2 2026.
  • JPMorgan Income ETF made up 0.05% of Essex LLC's portfolio in Q2 2026, its #144 holding.
  • Essex LLC first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Essex LLC's JPMorgan Income ETF position peaked at $327K in Q3 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.