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HUB Investment Partners’s JPMorgan Income ETF JPIE Stock Holding History

HUB Investment Partners’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 		$318K Buy
6,906
+172
+3% +$7.92K 0.01% 956
2026
Q1 		$310K Sell
6,734
-17,736
-72% -$821K 0.01% 789
2025
Q4 		$1.13M Sell
24,470
-372
-1% -$17.2K 0.03% 284
2025
Q3 		$1.15M Sell
24,842
-4,553
-15% -$211K 0.04% 260
2025
Q2 		$1.36M Sell
29,395
-974
-3% -$44.6K 0.05% 232
2025
Q1 		$1.4M Sell
30,369
-11,111
-27% -$510K 0.06% 199
2024
Q4 		$1.89M Sell
41,480
-2,937
-7% -$135K 0.08% 156
2024
Q3 		$2.06M Sell
44,417
-864
-2% -$39.6K 0.09% 151
2024
Q2 		$2.06M Sell
45,281
-194
-0.4% -$8.77K 0.08% 152
2024
Q1 		$2.07M Sell
45,475
-1,891
-4% -$85.9K 0.11% 140
2023
Q4 		$2.16M Sell
47,366
-3,195
-6% -$143K 0.15% 131
2023
Q3 		$2.24M Sell
50,561
-3,398
-6% -$152K 0.34% 74
2023
Q2 		$2.44M Sell
53,959
-940
-2% -$42.8K 0.4% 67
2023
Q1 		$2.51M Buy
+54,899
New +$2.5M 0.52% 57

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

HUB Investment Partners's JPIE Position: Q2 2026 in Review

HUB Investment Partners increased its JPMorgan Income ETF (JPIE) stake by 2.6% in Q2 2026, buying an estimated $7.92K and bringing the position to 6,906 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #956.

HUB Investment Partners first reported a position in JPIE in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.51M in Q1 2023. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • HUB Investment Partners held 6,906 shares of JPMorgan Income ETF worth $318K as of Q2 2026.
  • HUB Investment Partners bought 172 JPMorgan Income ETF shares in Q2 2026, an estimated $7.92K.
  • JPMorgan Income ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #956 holding.
  • HUB Investment Partners first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 14 quarters since.
  • HUB Investment Partners's JPMorgan Income ETF position peaked at $2.51M in Q1 2023.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.