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Focus Financial Network’s JPMorgan Income ETF JPIE Stock Holding History

Focus Financial Network’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 		$8.23M Buy
178,616
+54,710
+44% +$2.52M 0.25% 74
2026
Q1 		$5.71M Buy
123,906
+9,170
+8% +$425K 0.2% 84
2025
Q4 		$5.34M Buy
114,736
+13,890
+14% +$643K 0.19% 91
2025
Q3 		$4.68M Buy
100,846
+7,002
+7% +$324K 0.17% 97
2025
Q2 		$4.35M Sell
93,844
-144,449
-61% -$6.62M 0.17% 93
2025
Q1 		$11M Sell
238,293
-5,519
-2% -$253K 0.45% 46
2024
Q4 		$11.2M Sell
243,812
-36,467
-13% -$1.67M 0.44% 44
2024
Q3 		$13M Buy
280,279
+31,303
+13% +$1.44M 0.53% 40
2024
Q2 		$11.4M Buy
248,976
+43,720
+21% +$1.98M 0.49% 40
2024
Q1 		$9.21M Sell
205,256
-15,245
-7% -$693K 0.45% 43
2023
Q4 		$10.1M Buy
220,501
+119,723
+119% +$5.34M 0.38% 55
2023
Q3 		$4.47M Buy
100,778
+13,297
+15% +$596K 0.25% 80
2023
Q2 		$3.95M Sell
87,481
-1,336
-2% -$60.8K 0.22% 95
2023
Q1 		$4.07M Buy
+88,817
New +$4.05M 0.25% 88

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

Focus Financial Network's JPIE Position: Q2 2026 in Review

Focus Financial Network increased its JPMorgan Income ETF (JPIE) stake by 44% in Q2 2026, buying an estimated $2.52M and bringing the position to 178,616 shares worth $8.23M. The position accounts for 0.25% of the portfolio, ranked #74.

Focus Financial Network first reported a position in JPIE in Q1 2023 and has held it in 14 quarters since. The position peaked at $13M in Q3 2024. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Focus Financial Network held 178,616 shares of JPMorgan Income ETF worth $8.23M as of Q2 2026.
  • Focus Financial Network bought 54,710 JPMorgan Income ETF shares in Q2 2026, an estimated $2.52M.
  • JPMorgan Income ETF made up 0.25% of Focus Financial Network's portfolio in Q2 2026, its #74 holding.
  • Focus Financial Network first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Focus Financial Network's JPMorgan Income ETF position peaked at $13M in Q3 2024.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

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