Investment Partners Asset Management’s JPMorgan Income ETF JPIE Stock Holding History

Investment Partners Asset Management’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	$376K	Sell	8,158 -41	-0.5%	-$1.89K	0.21%	124
2026 Q1	$378K	Sell	8,199 -25	-0.3%	-$1.16K	0.23%	116
2025 Q4	$381K	Sell	8,224 -221	-3%	-$10.2K	0.24%	115
2025 Q3	$392K	Sell	8,445 -453	-5%	-$21K	0.26%	110
2025 Q2	$412K	Sell	8,898 -208	-2%	-$9.53K	0.29%	108
2025 Q1	$420K	Buy	9,106 +652	+8%	+$29.9K	0.33%	94
2024 Q4	$386K	Sell	8,454 -260	-3%	-$11.9K	0.3%	102
2024 Q3	$404K	Buy	8,714 +596	+7%	+$27.3K	0.33%	95
2024 Q2	$369K	Sell	8,118 -228	-3%	-$10.3K	0.33%	92
2024 Q1	$380K	Sell	8,346 -33	-0.4%	-$1.5K	0.34%	91
2023 Q4	$382K	Buy	+8,379	New	+$374K	0.38%	80

Other funds holding JPIE

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Investment Partners Asset Management's JPIE Position: Q2 2026 in Review

Investment Partners Asset Management reduced its JPMorgan Income ETF (JPIE) stake by 0.5% in Q2 2026, selling an estimated $1.89K and leaving 8,158 shares worth $376K. The position accounts for 0.21% of the portfolio, ranked #124.

Investment Partners Asset Management first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. The position peaked at $420K in Q1 2025. 221 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Investment Partners Asset Management held 8,158 shares of JPMorgan Income ETF worth $376K as of Q2 2026.
Investment Partners Asset Management sold 41 JPMorgan Income ETF shares in Q2 2026, an estimated $1.89K.
JPMorgan Income ETF made up 0.21% of Investment Partners Asset Management's portfolio in Q2 2026, its #124 holding.
Investment Partners Asset Management first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
Investment Partners Asset Management's JPMorgan Income ETF position peaked at $420K in Q1 2025.
221 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.