Insigneo Advisory Services’s JPMorgan Income ETF JPIE Stock Holding History

Insigneo Advisory Services’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	$372K	Buy	+8,070	New	+$371K	0.01%	562

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Insigneo Advisory Services's JPIE Position: Q2 2026 in Review

Insigneo Advisory Services opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 8,070 shares worth $372K. The stake represents 0.01% of the portfolio and ranks #562 among its holdings.

475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Insigneo Advisory Services held 8,070 shares of JPMorgan Income ETF worth $372K as of Q2 2026.
JPMorgan Income ETF was a new Insigneo Advisory Services position in Q2 2026.
JPMorgan Income ETF made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #562 holding.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.