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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
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 $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Helen Stephens Group's JPIE Position: Q1 2026 in Review

Helen Stephens Group increased its JPMorgan Income ETF (JPIE) stake by 2.8% in Q1 2026, buying an estimated $16.7K and bringing the position to 13,126 shares worth $605K. The position accounts for 0.12% of the portfolio, ranked #70.

Helen Stephens Group first reported a position in JPIE in Q4 2024 and has held it in 6 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Helen Stephens Group held 13,126 shares of JPMorgan Income ETF worth $605K as of Q1 2026.
  • Helen Stephens Group bought 361 JPMorgan Income ETF shares in Q1 2026, an estimated $16.7K.
  • JPMorgan Income ETF made up 0.12% of Helen Stephens Group's portfolio in Q1 2026, its #70 holding.
  • Helen Stephens Group first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Helen Stephens Group's 13F filing for Q1 2026, filed 1 Apr 2026.