Fifth Third Securities’s JPMorgan Income ETF JPIE Stock Holding History

Fifth Third Securities’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	$3.59M	Buy	77,864 +3,870	+5%	+$178K	0.2%	112
2026 Q1	$3.41M	Buy	73,994 +3,762	+5%	+$174K	0.22%	106
2025 Q4	$3.25M	Sell	70,232 -2,011	-3%	-$93.2K	0.21%	109
2025 Q3	$3.35M	Buy	+72,243	New	+$3.34M	0.23%	101

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

Fifth Third Securities's JPIE Position: Q2 2026 in Review

Fifth Third Securities increased its JPMorgan Income ETF (JPIE) stake by 5.2% in Q2 2026, buying an estimated $178K and bringing the position to 77,864 shares worth $3.59M. The position accounts for 0.2% of the portfolio, ranked #112.

Fifth Third Securities first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Fifth Third Securities held 77,864 shares of JPMorgan Income ETF worth $3.59M as of Q2 2026.
Fifth Third Securities bought 3,870 JPMorgan Income ETF shares in Q2 2026, an estimated $178K.
JPMorgan Income ETF made up 0.2% of Fifth Third Securities's portfolio in Q2 2026, its #112 holding.
Fifth Third Securities first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Fifth Third Securities's 13F filing for Q2 2026, filed 15 Jul 2026.