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IPG Investment Advisors’s JPMorgan Income ETF JPIE Stock Holding History

IPG Investment Advisors’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 		$437K Hold
9,500
– – 0.06% 167
2026
Q1 		$438K Hold
9,500
– – 0.08% 149
2025
Q4 		$442K Buy
9,500
+900
+10% +$41.7K 0.08% 145
2025
Q3 		$399K Buy
+8,600
New +$398K 0.07% 147

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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IPG Investment Advisors's JPIE Position: Q2 2026 in Review

IPG Investment Advisors held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 9,500 shares worth $437K. The position accounts for 0.06% of the portfolio, ranked #167.

IPG Investment Advisors first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. The position peaked at $442K in Q4 2025. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • IPG Investment Advisors held 9,500 shares of JPMorgan Income ETF worth $437K as of Q2 2026.
  • IPG Investment Advisors left its JPMorgan Income ETF share count unchanged in Q2 2026.
  • JPMorgan Income ETF made up 0.06% of IPG Investment Advisors's portfolio in Q2 2026, its #167 holding.
  • IPG Investment Advisors first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
  • IPG Investment Advisors's JPMorgan Income ETF position peaked at $442K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.