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Great Valley Advisor Group’s JPMorgan Income ETF JPIE Stock Holding History

Great Valley Advisor Group’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 		$25.3M Buy
549,852
+67,415
+14% +$3.1M 0.4% 65
2026
Q1 		$22.2M Buy
482,437
+27,663
+6% +$1.28M 0.4% 65
2025
Q4 		$21.1M Buy
454,774
+433,451
+2,033% +$20.1M 0.4% 66
2025
Q3 		$990K Buy
21,323
+5,229
+32% +$242K 0.02% 476
2025
Q2 		$745K Buy
+16,094
New +$737K 0.02% 513

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

Great Valley Advisor Group's JPIE Position: Q2 2026 in Review

Great Valley Advisor Group increased its JPMorgan Income ETF (JPIE) stake by 14% in Q2 2026, buying an estimated $3.1M and bringing the position to 549,852 shares worth $25.3M. The position accounts for 0.4% of the portfolio, ranked #65.

Great Valley Advisor Group first reported a position in JPIE in Q2 2025 and has held it in 5 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Great Valley Advisor Group held 549,852 shares of JPMorgan Income ETF worth $25.3M as of Q2 2026.
  • Great Valley Advisor Group bought 67,415 JPMorgan Income ETF shares in Q2 2026, an estimated $3.1M.
  • JPMorgan Income ETF made up 0.4% of Great Valley Advisor Group's portfolio in Q2 2026, its #65 holding.
  • Great Valley Advisor Group first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.