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

Evolution 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 		$4.45M Sell
96,602
-3,789
-4% -$174K 0.52% 34
2026
Q1 		$4.63M Buy
100,391
+65
+0.1% +$3.01K 0.47% 29
2025
Q4 		$4.64M Sell
100,326
-730
-0.7% -$33.8K 0.47% 30
2025
Q3 		$4.69M Sell
101,056
-1,415
-1% -$65.5K 0.63% 31
2025
Q2 		$4.75M Buy
102,471
+15,020
+17% +$688K 0.69% 27
2025
Q1 		$4.03M Buy
87,451
+26,335
+43% +$1.21M 0.67% 29
2024
Q4 		$2.79M Sell
61,116
-2,575
-4% -$118K 0.47% 39
2024
Q3 		$2.95M Buy
63,691
+20
+0% +$918 0.53% 40
2024
Q2 		$2.89M Sell
63,671
-2,470
-4% -$112K 0.56% 38
2024
Q1 		$3.01M Sell
66,141
-3,045
-4% -$138K 0.58% 36
2023
Q4 		$3.16M Sell
69,186
-1,769
-2% -$78.9K 0.63% 38
2023
Q3 		$3.15M Sell
70,955
-790
-1% -$35.4K 0.7% 35
2023
Q2 		$3.24M Buy
71,745
+580
+0.8% +$26.4K 0.72% 34
2023
Q1 		$3.26M Sell
71,165
-2,365
-3% -$108K 0.78% 32
2022
Q4 		$3.32M Buy
+73,530
New +$3.29M 0.84% 33

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

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

Evolution Wealth Advisors reduced its JPMorgan Income ETF (JPIE) stake by 3.8% in Q2 2026, selling an estimated $174K and leaving 96,602 shares worth $4.45M. The position accounts for 0.52% of the portfolio, ranked #34.

Evolution Wealth Advisors first reported a position in JPIE in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.75M in Q2 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Evolution Wealth Advisors held 96,602 shares of JPMorgan Income ETF worth $4.45M as of Q2 2026.
  • Evolution Wealth Advisors sold 3,789 JPMorgan Income ETF shares in Q2 2026, an estimated $174K.
  • JPMorgan Income ETF made up 0.52% of Evolution Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Evolution Wealth Advisors first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Evolution Wealth Advisors's JPMorgan Income ETF position peaked at $4.75M in Q2 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.