HighTower Advisors
JPIE icon

HighTower Advisors’s JPMorgan Income ETF JPIE Stock Holding History

HighTower 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 		$18.5M Buy
401,901
+48,002
+14% +$2.21M 0.02% 678
2026
Q1 		$16.3M Buy
353,899
+334,947
+1,767% +$15.5M 0.02% 685
2025
Q4 		$877K Buy
18,952
+3,815
+25% +$177K ﹤0.01% 2216
2025
Q3 		$703K Sell
15,137
-148
-1% -$6.85K ﹤0.01% 2357
2025
Q2 		$708K Buy
15,285
+844
+6% +$38.7K ﹤0.01% 2251
2025
Q1 		$665K Buy
14,441
+1,737
+14% +$79.7K ﹤0.01% 2241
2024
Q4 		$580K Buy
12,704
+248
+2% +$11.4K ﹤0.01% 2359
2024
Q3 		$578K Buy
12,456
+1,947
+19% +$89.3K ﹤0.01% 2296
2024
Q2 		$478K Buy
10,509
+861
+9% +$38.9K ﹤0.01% 2361
2024
Q1 		$441K Buy
9,648
+1,660
+21% +$75.4K ﹤0.01% 2356
2023
Q4 		$365K Buy
+7,988
New +$356K ﹤0.01% 2565

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

HighTower Advisors's JPIE Position: Q2 2026 in Review

HighTower Advisors increased its JPMorgan Income ETF (JPIE) stake by 14% in Q2 2026, buying an estimated $2.21M and bringing the position to 401,901 shares worth $18.5M. The position accounts for 0.02% of the portfolio, ranked #678.

HighTower Advisors first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • HighTower Advisors held 401,901 shares of JPMorgan Income ETF worth $18.5M as of Q2 2026.
  • HighTower Advisors bought 48,002 JPMorgan Income ETF shares in Q2 2026, an estimated $2.21M.
  • JPMorgan Income ETF made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #678 holding.
  • HighTower Advisors first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.