Financial Futures’s JPMorgan Income ETF JPIE Stock Holding History

Financial Futures’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	$10.3M	Buy	224,615 +13,487	+6%	+$621K	3.94%	11
2026 Q1	$9.73M	Buy	211,128 +18,052	+9%	+$836K	4.27%	11
2025 Q4	$8.94M	Buy	193,076 +41,930	+28%	+$1.94M	4.14%	11
2025 Q3	$7.01M	Buy	151,146 +12,995	+9%	+$602K	3.41%	14
2025 Q2	$6.4M	Buy	138,151 +121,780	+744%	+$5.58M	3.43%	14
2025 Q1	$754K	Sell	16,371 -12,876	-44%	-$591K	0.43%	34
2024 Q4	$1.33M	Sell	29,247 -131,445	-82%	-$6.03M	0.76%	26
2024 Q3	$7.45M	Buy	160,692 +18,651	+13%	+$856K	4.27%	8
2024 Q2	$6.46M	Buy	142,041 +53,369	+60%	+$2.41M	4.01%	9
2024 Q1	$4.04M	Buy	+88,672	New	+$4.03M	2.68%	18

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

Financial Futures's JPIE Position: Q2 2026 in Review

Financial Futures increased its JPMorgan Income ETF (JPIE) stake by 6.4% in Q2 2026, buying an estimated $621K and bringing the position to 224,615 shares worth $10.3M. The position accounts for 3.94% of the portfolio, ranked #11.

Financial Futures first reported a position in JPIE in Q1 2024 and has held it in 10 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Financial Futures held 224,615 shares of JPMorgan Income ETF worth $10.3M as of Q2 2026.
Financial Futures bought 13,487 JPMorgan Income ETF shares in Q2 2026, an estimated $621K.
JPMorgan Income ETF made up 3.94% of Financial Futures's portfolio in Q2 2026, its #11 holding.
Financial Futures first reported a position in JPMorgan Income ETF in Q1 2024 and has held it in 10 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Financial Futures's 13F filing for Q2 2026, filed 27 Jul 2026.