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Horizon Investments’s JPMorgan Income ETF JPIE Stock Holding History

Horizon Investments’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 		$9.37M Sell
205,413
-169,603
-45% -$7.81M 0.1% 166
2026
Q1 		$17.1M Buy
375,016
+202,313
+117% +$9.37M 0.19% 87
2025
Q4 		$7.99M Buy
172,703
+16,443
+11% +$762K 0.1% 167
2025
Q3 		$7.18M Buy
+156,260
New +$7.23M 0.09% 180

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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Horizon Investments's JPIE Position: Q2 2026 in Review

Horizon Investments reduced its JPMorgan Income ETF (JPIE) stake by 45% in Q2 2026, selling an estimated $7.81M and leaving 205,413 shares worth $9.37M. The position accounts for 0.1% of the portfolio, ranked #166.

Horizon Investments first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.1M in Q1 2026. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Horizon Investments held 205,413 shares of JPMorgan Income ETF worth $9.37M as of Q2 2026.
  • Horizon Investments sold 169,603 JPMorgan Income ETF shares in Q2 2026, an estimated $7.81M.
  • JPMorgan Income ETF made up 0.1% of Horizon Investments's portfolio in Q2 2026, its #166 holding.
  • Horizon Investments first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Horizon Investments's JPMorgan Income ETF position peaked at $17.1M in Q1 2026.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.