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EverSource Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

EverSource Wealth Advisors’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 		$376K Sell
8,171
-1,099
-12% -$50.6K 0.01% 696
2026
Q1 		$427K Buy
9,270
+3,972
+75% +$184K 0.01% 668
2025
Q4 		$245K Buy
5,298
+2,104
+66% +$97.5K 0.01% 855
2025
Q3 		$148K Buy
3,194
+1,552
+95% +$71.9K 0.01% 1068
2025
Q2 		$76.1K Buy
1,642
+343
+26% +$15.7K ﹤0.01% 1357
2025
Q1 		$59.9K Buy
1,299
+11
+0.9% +$505 ﹤0.01% 1152
2024
Q4 		$58.8K Sell
1,288
-191
-13% -$8.76K ﹤0.01% 1115
2024
Q3 		$68.6K Buy
1,479
+9
+0.6% +$413 ﹤0.01% 931
2024
Q2 		$67.4K Buy
1,470
+14
+1% +$633 ﹤0.01% 956
2024
Q1 		$65.6K Buy
1,456
+566
+64% +$25.7K 0.01% 873
2023
Q4 		$40.6K Buy
890
+14
+2% +$625 ﹤0.01% 980
2023
Q3 		$38.9K Buy
876
+8
+0.9% +$358 ﹤0.01% 912
2023
Q2 		$39.2K Hold
868
– – ﹤0.01% 928
2023
Q1 		$39.7K Hold
868
– – ﹤0.01% 871
2022
Q4 		$39.2K Buy
868
+100
+13% +$4.48K 0.01% 852
2022
Q3 		$34K Buy
768
+450
+142% +$20.8K 0.01% 736
2022
Q2 		$15K Hold
318
– – ﹤0.01% 912
2022
Q1 		$15K Hold
318
– – ﹤0.01% 815
2021
Q4 		$16K Buy
+318
New +$16K ﹤0.01% 771

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

EverSource Wealth Advisors's JPIE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its JPMorgan Income ETF (JPIE) stake by 12% in Q2 2026, selling an estimated $50.6K and leaving 8,171 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #696.

EverSource Wealth Advisors first reported a position in JPIE in Q4 2021 and has held it in 19 quarters since. The position peaked at $427K in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • EverSource Wealth Advisors held 8,171 shares of JPMorgan Income ETF worth $376K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,099 JPMorgan Income ETF shares in Q2 2026, an estimated $50.6K.
  • JPMorgan Income ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #696 holding.
  • EverSource Wealth Advisors first reported a position in JPMorgan Income ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's JPMorgan Income ETF position peaked at $427K in Q1 2026.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.