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Farther Finance Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Farther Finance 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 		$15.2M Buy
329,163
+65,197
+25% +$3M 0.12% 150
2026
Q1 		$12.1M Sell
263,966
-95,103
-26% -$4.4M 0.11% 160
2025
Q4 		$16.6M Buy
359,069
+338,620
+1,656% +$15.7M 0.18% 101
2025
Q3 		$949K Buy
20,449
+9,514
+87% +$440K 0.01% 752
2025
Q2 		$507K Sell
10,935
-2,334
-18% -$107K 0.01% 903
2025
Q1 		$609K Sell
13,269
-1,886
-12% -$86.5K 0.02% 698
2024
Q4 		$691K Sell
15,155
-744
-5% -$34.1K 0.03% 493
2024
Q3 		$738K Buy
15,899
+3,270
+26% +$150K 0.03% 450
2024
Q2 		$570K Sell
12,629
-649
-5% -$29.3K 0.03% 444
2024
Q1 		$600K Buy
13,278
+2,977
+29% +$135K 0.04% 356
2023
Q4 		$470K Buy
10,301
+2,419
+31% +$108K 0.03% 362
2023
Q3 		$350K Buy
7,882
+1,510
+24% +$67.6K 0.05% 265
2023
Q2 		$288K Buy
6,372
+3,352
+111% +$153K 0.06% 254
2023
Q1 		$138K Buy
+3,020
New +$138K 0.04% 324

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

Farther Finance Advisors's JPIE Position: Q2 2026 in Review

Farther Finance Advisors increased its JPMorgan Income ETF (JPIE) stake by 25% in Q2 2026, buying an estimated $3M and bringing the position to 329,163 shares worth $15.2M. The position accounts for 0.12% of the portfolio, ranked #150.

Farther Finance Advisors first reported a position in JPIE in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.6M in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Farther Finance Advisors held 329,163 shares of JPMorgan Income ETF worth $15.2M as of Q2 2026.
  • Farther Finance Advisors bought 65,197 JPMorgan Income ETF shares in Q2 2026, an estimated $3M.
  • JPMorgan Income ETF made up 0.12% of Farther Finance Advisors's portfolio in Q2 2026, its #150 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's JPMorgan Income ETF position peaked at $16.6M in Q4 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.