Fidelity Investments
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Fidelity Investments’s JPMorgan Income ETF JPIE Stock Holding History

Fidelity Investments’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 		$196K Buy
4,256
+4,027
+1,759% +$185K ﹤0.01% 3669
2026
Q1 		$10.5K Buy
229
+224
+4,480% +$10.4K ﹤0.01% 4748
2025
Q4 		$25 Sell
5
-2
-29% -$93 ﹤0.01% 5339
2025
Q3 		$32 Hold
7
– – ﹤0.01% 5279
2025
Q2 		$312 Buy
+7
New +$321 ﹤0.01% 5065
2025
Q1 		– Sell
-2
Closed -$91 – 5526
2024
Q4 		$91 Buy
2
+1
+100% +$46 ﹤0.01% 5121
2024
Q3 		$46 Hold
1
– – ﹤0.01% 5209
2024
Q2 		$45 Buy
+1
New +$45 ﹤0.01% 5073

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

Fidelity Investments's JPIE Position: Q2 2026 in Review

Fidelity Investments increased its JPMorgan Income ETF (JPIE) stake by 1,759% in Q2 2026, buying an estimated $185K and bringing the position to 4,256 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #3669.

Fidelity Investments first reported a position in JPIE in Q2 2024 and has held it in 8 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Fidelity Investments held 4,256 shares of JPMorgan Income ETF worth $196K as of Q2 2026.
  • Fidelity Investments bought 4,027 JPMorgan Income ETF shares in Q2 2026, an estimated $185K.
  • JPMorgan Income ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3669 holding.
  • Fidelity Investments first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.