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Helen Stephens Group’s JPMorgan Income ETF JPIE Stock Holding History

Helen Stephens 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 		$539K Sell
11,695
-1,431
-11% -$65.9K 0.09% 86
2026
Q1 		$605K Buy
13,126
+361
+3% +$16.7K 0.12% 70
2025
Q4 		$591K Buy
12,765
+1,878
+17% +$87K 0.12% 62
2025
Q3 		$505K Buy
10,887
+33
+0.3% +$1.53K 0.11% 65
2025
Q2 		$503K Buy
10,854
+5,028
+86% +$230K 0.12% 55
2025
Q1 		$268K Sell
5,826
-4,473
-43% -$205K 0.08% 71
2024
Q4 		$470K Buy
+10,299
New +$472K 0.14% 56

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

Helen Stephens Group's JPIE Position: Q2 2026 in Review

Helen Stephens Group reduced its JPMorgan Income ETF (JPIE) stake by 11% in Q2 2026, selling an estimated $65.9K and leaving 11,695 shares worth $539K. The position accounts for 0.09% of the portfolio, ranked #86.

Helen Stephens Group first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $605K in Q1 2026. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Helen Stephens Group held 11,695 shares of JPMorgan Income ETF worth $539K as of Q2 2026.
  • Helen Stephens Group sold 1,431 JPMorgan Income ETF shares in Q2 2026, an estimated $65.9K.
  • JPMorgan Income ETF made up 0.09% of Helen Stephens Group's portfolio in Q2 2026, its #86 holding.
  • Helen Stephens Group first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Helen Stephens Group's JPMorgan Income ETF position peaked at $605K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.