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IFC & Insurance Marketing’s JPMorgan Income ETF JPIE Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-114
Closed -$5K – 394
2025
Q4 		$5K Buy
+114
New +$5.28K 0.01% 520

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Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Sequoia Financial Advisors
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFC & Insurance Marketing's JPIE Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of JPMorgan Income ETF (JPIE) in Q1 2026, closing a stake of 114 shares — an estimated $5K sold.

IFC & Insurance Marketing first reported a position in JPIE in Q4 2025 and held it in 1 quarter. The position peaked at $5K in Q4 2025. 449 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining JPMorgan Income ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 114 JPMorgan Income ETF shares in Q1 2026, an estimated $5K.
  • IFC & Insurance Marketing first reported a position in JPMorgan Income ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's JPMorgan Income ETF position peaked at $5K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.