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Essex Savings Bank’s JPMorgan Income ETF JPIE Stock Holding History

Essex Savings Bank’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 		$313K Buy
+6,809
New +$313K 0.07% 234

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SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Essex Savings Bank's JPIE Position: Q2 2026 in Review

Essex Savings Bank opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 6,809 shares worth $313K. The stake represents 0.07% of the portfolio and ranks #234 among its holdings.

314 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Essex Savings Bank held 6,809 shares of JPMorgan Income ETF worth $313K as of Q2 2026.
  • JPMorgan Income ETF was a new Essex Savings Bank position in Q2 2026.
  • JPMorgan Income ETF made up 0.07% of Essex Savings Bank's portfolio in Q2 2026, its #234 holding.
  • 314 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.