JWCA
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J.W. Cole Advisors’s JPMorgan Income ETF JPIE Stock Holding History

J.W. Cole 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 		$3.34M Buy
72,608
+33,689
+87% +$1.55M 0.06% 339
2026
Q1 		$1.79M Sell
38,919
-32,821
-46% -$1.52M 0.06% 259
2025
Q4 		$511K Buy
71,740
+1,907
+3% +$88.3K 0.01% 896
2025
Q3 		$3.24M Buy
69,833
+20,750
+42% +$961K 0.06% 299
2025
Q2 		$2.27M Buy
49,083
+44,273
+920% +$2.03M 0.05% 373
2025
Q1 		$222K Buy
+4,810
New +$221K 0.01% 1100

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

J.W. Cole Advisors's JPIE Position: Q2 2026 in Review

J.W. Cole Advisors increased its JPMorgan Income ETF (JPIE) stake by 87% in Q2 2026, buying an estimated $1.55M and bringing the position to 72,608 shares worth $3.34M. The position accounts for 0.06% of the portfolio, ranked #339.

J.W. Cole Advisors first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • J.W. Cole Advisors held 72,608 shares of JPMorgan Income ETF worth $3.34M as of Q2 2026.
  • J.W. Cole Advisors bought 33,689 JPMorgan Income ETF shares in Q2 2026, an estimated $1.55M.
  • JPMorgan Income ETF made up 0.06% of J.W. Cole Advisors's portfolio in Q2 2026, its #339 holding.
  • J.W. Cole Advisors first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.