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Herold Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Herold Advisors’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 		$1.15M Sell
25,101
-8,558
-25% -$394K 0.23% 109
2026
Q1 		$1.55M Sell
33,659
-894
-3% -$41.4K 0.34% 78
2025
Q4 		$1.6M Sell
34,553
-4,487
-11% -$208K 0.36% 74
2025
Q3 		$1.81M Sell
39,040
-3,318
-8% -$154K 0.42% 65
2025
Q2 		$1.96M Buy
42,358
+605
+1% +$27.7K 0.41% 69
2025
Q1 		$1.92M Sell
41,753
-703
-2% -$32.3K 0.42% 69
2024
Q4 		$1.94M Buy
42,456
+467
+1% +$21.4K 0.42% 64
2024
Q3 		$1.95M Buy
41,989
+281
+0.7% +$12.9K 0.42% 63
2024
Q2 		$1.9M Buy
41,708
+1,901
+5% +$86K 0.44% 60
2024
Q1 		$1.81M Sell
39,807
-2,398
-6% -$109K 0.44% 66
2023
Q4 		$1.92M Buy
42,205
+3,706
+10% +$165K 0.53% 57
2023
Q3 		$1.71M Buy
38,499
+4,590
+14% +$206K 0.52% 56
2023
Q2 		$1.53M Buy
33,909
+15,268
+82% +$695K 0.47% 64
2023
Q1 		$853K Buy
18,641
+4,180
+29% +$191K 0.29% 97
2022
Q4 		$652K Buy
14,461
+6,802
+89% +$305K 0.28% 98
2022
Q3 		$339K Buy
7,659
+1,289
+20% +$59.4K 0.16% 138
2022
Q2 		$292K Buy
6,370
+3,260
+105% +$153K 0.13% 159
2022
Q1 		$149K Buy
+3,110
New +$153K 0.05% 234

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

Herold Advisors's JPIE Position: Q2 2026 in Review

Herold Advisors reduced its JPMorgan Income ETF (JPIE) stake by 25% in Q2 2026, selling an estimated $394K and leaving 25,101 shares worth $1.15M. The position accounts for 0.23% of the portfolio, ranked #109.

Herold Advisors first reported a position in JPIE in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.96M in Q2 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Herold Advisors held 25,101 shares of JPMorgan Income ETF worth $1.15M as of Q2 2026.
  • Herold Advisors sold 8,558 JPMorgan Income ETF shares in Q2 2026, an estimated $394K.
  • JPMorgan Income ETF made up 0.23% of Herold Advisors's portfolio in Q2 2026, its #109 holding.
  • Herold Advisors first reported a position in JPMorgan Income ETF in Q1 2022 and has held it in 18 quarters since.
  • Herold Advisors's JPMorgan Income ETF position peaked at $1.96M in Q2 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.