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Ethos Financial Group’s JPMorgan Income ETF JPIE Stock Holding History

Ethos Financial Group’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 		$5.88M Buy
128,191
+13,474
+12% +$620K 0.39% 64
2026
Q1 		$5.29M Buy
114,717
+27,879
+32% +$1.29M 0.39% 58
2025
Q4 		$4.04M Buy
+86,838
New +$4.02M 0.3% 81

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

Ethos Financial Group's JPIE Position: Q2 2026 in Review

Ethos Financial Group increased its JPMorgan Income ETF (JPIE) stake by 12% in Q2 2026, buying an estimated $620K and bringing the position to 128,191 shares worth $5.88M. The position accounts for 0.39% of the portfolio, ranked #64.

Ethos Financial Group first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Ethos Financial Group held 128,191 shares of JPMorgan Income ETF worth $5.88M as of Q2 2026.
  • Ethos Financial Group bought 13,474 JPMorgan Income ETF shares in Q2 2026, an estimated $620K.
  • JPMorgan Income ETF made up 0.39% of Ethos Financial Group's portfolio in Q2 2026, its #64 holding.
  • Ethos Financial Group first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.