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Harvest Investment Services’s JPMorgan Income ETF JPIE Stock Holding History

Harvest Investment Services’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 		$480K Buy
10,421
+1,775
+21% +$81.7K 0.07% 239
2026
Q1 		$398K Buy
8,646
+1,709
+25% +$79.1K 0.07% 232
2025
Q4 		$321K Buy
6,937
+1,901
+38% +$88.1K 0.06% 256
2025
Q3 		$234K Buy
+5,036
New +$233K 0.05% 286

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

Harvest Investment Services's JPIE Position: Q2 2026 in Review

Harvest Investment Services increased its JPMorgan Income ETF (JPIE) stake by 21% in Q2 2026, buying an estimated $81.7K and bringing the position to 10,421 shares worth $480K. The position accounts for 0.07% of the portfolio, ranked #239.

Harvest Investment Services first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Harvest Investment Services held 10,421 shares of JPMorgan Income ETF worth $480K as of Q2 2026.
  • Harvest Investment Services bought 1,775 JPMorgan Income ETF shares in Q2 2026, an estimated $81.7K.
  • JPMorgan Income ETF made up 0.07% of Harvest Investment Services's portfolio in Q2 2026, its #239 holding.
  • Harvest Investment Services first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.