HBW Advisory Services’s JPMorgan Income ETF JPIE Stock Holding History

HBW Advisory 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	$18.8M	Sell	408,821 -1,796	-0.4%	-$82.7K	1.7%	7
2026 Q1	$18.9M	Buy	410,617 +240,664	+142%	+$11.1M	1.99%	7
2025 Q4	$7.87M	Buy	169,953 +35,522	+26%	+$1.65M	0.85%	28
2025 Q3	$6.24M	Buy	134,431 +23,390	+21%	+$1.08M	0.7%	28
2025 Q2	$5.14M	Buy	111,041 +74,117	+201%	+$3.4M	0.63%	29
2025 Q1	$1.7M	Sell	36,924 -4,886	-12%	-$224K	0.24%	104
2024 Q4	$1.91M	Buy	41,810 +7,676	+22%	+$352K	0.2%	94
2024 Q3	$1.58M	Sell	34,134 -2,989	-8%	-$137K	0.23%	101
2024 Q2	$1.69M	Buy	37,123 +28,437	+327%	+$1.29M	0.28%	98
2024 Q1	$396K	Hold	8,686	–	–	0.07%	194
2023 Q4	$396K	Buy	+8,686	New	+$388K	0.07%	194

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBW Advisory Services's JPIE Position: Q2 2026 in Review

HBW Advisory Services reduced its JPMorgan Income ETF (JPIE) stake by 0.44% in Q2 2026, selling an estimated $82.7K and leaving 408,821 shares worth $18.8M. The position accounts for 1.7% of the portfolio, ranked #7.

HBW Advisory Services first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.9M in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

HBW Advisory Services held 408,821 shares of JPMorgan Income ETF worth $18.8M as of Q2 2026.
HBW Advisory Services sold 1,796 JPMorgan Income ETF shares in Q2 2026, an estimated $82.7K.
JPMorgan Income ETF made up 1.7% of HBW Advisory Services's portfolio in Q2 2026, its #7 holding.
HBW Advisory Services first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
HBW Advisory Services's JPMorgan Income ETF position peaked at $18.9M in Q1 2026.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.