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Financial Partners Group (Kansas)’s JPMorgan Income ETF JPIE Stock Holding History

Financial Partners Group (Kansas)’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 		$3.45M Sell
74,928
-3,501
-4% -$161K 0.35% 45
2026
Q1 		$3.61M Buy
78,429
+2,114
+3% +$97.9K 0.43% 46
2025
Q4 		$3.55M Buy
+76,315
New +$3.54M 0.41% 43

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 Partners Group (Kansas)'s JPIE Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its JPMorgan Income ETF (JPIE) stake by 4.5% in Q2 2026, selling an estimated $161K and leaving 74,928 shares worth $3.45M. The position accounts for 0.35% of the portfolio, ranked #45.

Financial Partners Group (Kansas) first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.61M in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Financial Partners Group (Kansas) held 74,928 shares of JPMorgan Income ETF worth $3.45M as of Q2 2026.
  • Financial Partners Group (Kansas) sold 3,501 JPMorgan Income ETF shares in Q2 2026, an estimated $161K.
  • JPMorgan Income ETF made up 0.35% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #45 holding.
  • Financial Partners Group (Kansas) first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Financial Partners Group (Kansas)'s JPMorgan Income ETF position peaked at $3.61M in Q1 2026.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.