Fiduciary Alliance’s JPMorgan Income ETF JPIE Stock Holding History

Fiduciary Alliance’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	$6.53M	Buy	141,889 +10,676	+8%	+$491K	0.44%	57
2026 Q1	$6.06M	Buy	131,213 +30,165	+30%	+$1.4M	0.37%	70
2025 Q4	$4.68M	Buy	101,048 +10,763	+12%	+$499K	0.31%	79
2025 Q3	$4.19M	Buy	90,285 +10,321	+13%	+$478K	0.28%	87
2025 Q2	$3.7M	Buy	79,964 +32,346	+68%	+$1.48M	0.28%	86
2025 Q1	$2.19M	Buy	47,618 +678	+1%	+$31.1K	0.22%	107
2024 Q4	$2.14M	Buy	46,940 +2,048	+5%	+$93.9K	0.22%	106
2024 Q3	$2.08M	Buy	44,892 +7,697	+21%	+$353K	0.28%	86
2024 Q2	$1.68M	Buy	37,195 +3,239	+10%	+$146K	0.27%	76
2024 Q1	$1.54M	Buy	33,956 +2,098	+7%	+$95.3K	0.27%	78
2023 Q4	$1.45M	Buy	+31,858	New	+$1.42M	0.29%	69

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fiduciary Alliance's JPIE Position: Q2 2026 in Review

Fiduciary Alliance increased its JPMorgan Income ETF (JPIE) stake by 8.1% in Q2 2026, buying an estimated $491K and bringing the position to 141,889 shares worth $6.53M. The position accounts for 0.44% of the portfolio, ranked #57.

Fiduciary Alliance first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Fiduciary Alliance held 141,889 shares of JPMorgan Income ETF worth $6.53M as of Q2 2026.
Fiduciary Alliance bought 10,676 JPMorgan Income ETF shares in Q2 2026, an estimated $491K.
JPMorgan Income ETF made up 0.44% of Fiduciary Alliance's portfolio in Q2 2026, its #57 holding.
Fiduciary Alliance first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.