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Financial Management Professionals’s JPMorgan Income ETF JPIE Stock Holding History

Financial Management Professionals’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 		$7.53M Sell
163,468
-5,195
-3% -$239K 0.71% 26
2026
Q1 		$7.77M Sell
168,663
-2,800
-2% -$130K 0.87% 20
2025
Q4 		$7.97M Sell
171,463
-4,881
-3% -$226K 0.82% 24
2025
Q3 		$8.18M Sell
176,344
-5,479
-3% -$254K 0.85% 25
2025
Q2 		$8.42M Sell
181,823
-9,618
-5% -$441K 0.95% 24
2025
Q1 		$8.82M Sell
191,441
-5,861
-3% -$269K 1.13% 18
2024
Q4 		$9M Sell
197,302
-5,282
-3% -$242K 1.14% 19
2024
Q3 		$9.4M Sell
202,584
-4,659
-2% -$214K 1.17% 20
2024
Q2 		$9.42M Sell
207,243
-5,763
-3% -$261K 1.29% 19
2024
Q1 		$9.71M Sell
213,006
-8,690
-4% -$395K 1.43% 19
2023
Q4 		$10.1M Sell
221,696
-2,578
-1% -$115K 1.65% 18
2023
Q3 		$9.96M Buy
224,274
+6,692
+3% +$300K 1.75% 16
2023
Q2 		$9.84M Buy
217,582
+3,257
+2% +$148K 1.65% 18
2023
Q1 		$9.81M Buy
214,325
+527
+0.2% +$24K 1.89% 16
2022
Q4 		$9.65M Sell
213,798
-37,892
-15% -$1.7M 1.97% 15
2022
Q3 		$11.2M Buy
251,690
+27,538
+12% +$1.27M 2.55% 11
2022
Q2 		$10.3M Buy
224,152
+44,716
+25% +$2.11M 2.49% 11
2022
Q1 		$8.61M Buy
179,436
+61,182
+52% +$3M 1.87% 16
2021
Q4 		$5.94M Buy
+118,254
New +$5.94M 1.26% 23

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

Financial Management Professionals's JPIE Position: Q2 2026 in Review

Financial Management Professionals reduced its JPMorgan Income ETF (JPIE) stake by 3.1% in Q2 2026, selling an estimated $239K and leaving 163,468 shares worth $7.53M. The position accounts for 0.71% of the portfolio, ranked #26.

Financial Management Professionals first reported a position in JPIE in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.2M in Q3 2022. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Financial Management Professionals held 163,468 shares of JPMorgan Income ETF worth $7.53M as of Q2 2026.
  • Financial Management Professionals sold 5,195 JPMorgan Income ETF shares in Q2 2026, an estimated $239K.
  • JPMorgan Income ETF made up 0.71% of Financial Management Professionals's portfolio in Q2 2026, its #26 holding.
  • Financial Management Professionals first reported a position in JPMorgan Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Financial Management Professionals's JPMorgan Income ETF position peaked at $11.2M in Q3 2022.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.