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

Everest 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 		$2.63M Sell
57,015
-4,292
-7% -$198K 0.36% 53
2026
Q1 		$2.82M Buy
61,307
+21,522
+54% +$996K 0.47% 47
2025
Q4 		$1.84M Buy
+39,785
New +$1.84M 0.41% 35

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

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

Everest Financial Group reduced its JPMorgan Income ETF (JPIE) stake by 7% in Q2 2026, selling an estimated $198K and leaving 57,015 shares worth $2.63M. The position accounts for 0.36% of the portfolio, ranked #53.

Everest Financial Group first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.82M in Q1 2026. 473 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Everest Financial Group held 57,015 shares of JPMorgan Income ETF worth $2.63M as of Q2 2026.
  • Everest Financial Group sold 4,292 JPMorgan Income ETF shares in Q2 2026, an estimated $198K.
  • JPMorgan Income ETF made up 0.36% of Everest Financial Group's portfolio in Q2 2026, its #53 holding.
  • Everest Financial Group first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Everest Financial Group's JPMorgan Income ETF position peaked at $2.82M in Q1 2026.
  • 473 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

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