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Investor's Fiduciary Advisor Network’s JPMorgan Income ETF JPIE Stock Holding History

Investor's Fiduciary Advisor Network’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 		$1.85M Sell
40,137
-1,137
-3% -$52.6K 0.57% 44
2025
Q4 		$1.91M Buy
41,274
+2,375
+6% +$110K 0.41% 57
2025
Q3 		$1.8M Sell
38,899
-560
-1% -$25.9K 0.61% 39
2025
Q2 		$1.83M Buy
39,459
+7,922
+25% +$363K 0.68% 36
2025
Q1 		$1.45M Buy
+31,537
New +$1.45M 0.68% 43

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Investor's Fiduciary Advisor Network's JPIE Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its JPMorgan Income ETF (JPIE) stake by 2.8% in Q1 2026, selling an estimated $52.6K and leaving 40,137 shares worth $1.85M. The position accounts for 0.57% of the portfolio, ranked #44.

Investor's Fiduciary Advisor Network first reported a position in JPIE in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.91M in Q4 2025. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 40,137 shares of JPMorgan Income ETF worth $1.85M as of Q1 2026.
  • Investor's Fiduciary Advisor Network sold 1,137 JPMorgan Income ETF shares in Q1 2026, an estimated $52.6K.
  • JPMorgan Income ETF made up 0.57% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #44 holding.
  • Investor's Fiduciary Advisor Network first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Investor's Fiduciary Advisor Network's JPMorgan Income ETF position peaked at $1.91M in Q4 2025.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.