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Independent Financial Group’s JPMorgan Income ETF JPIE Stock Holding History

Independent Financial Group’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 		$277K Hold
6,022
– – 0.01% 1289
2026
Q1 		$277K Buy
6,022
+894
+17% +$41.4K 0.01% 1202
2025
Q4 		$237K Buy
+5,128
New +$238K 0.01% 1262

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

Independent Financial Group's JPIE Position: Q2 2026 in Review

Independent Financial Group held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 6,022 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #1289.

Independent Financial Group first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $277K in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Independent Financial Group held 6,022 shares of JPMorgan Income ETF worth $277K as of Q2 2026.
  • Independent Financial Group left its JPMorgan Income ETF share count unchanged in Q2 2026.
  • JPMorgan Income ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1289 holding.
  • Independent Financial Group first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Independent Financial Group's JPMorgan Income ETF position peaked at $277K in Q1 2026.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.