Janney Montgomery Scott
JPIE icon

Janney Montgomery Scott’s JPMorgan Income ETF JPIE Stock Holding History

Janney Montgomery Scott’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 		$52.2M Buy
1,133,112
+98,853
+10% +$4.55M 0.1% 202
2026
Q1 		$47.6M Sell
1,034,259
-74,786
-7% -$3.46M 0.12% 174
2025
Q4 		$51.3M Sell
1,109,045
-93,521
-8% -$4.33M 0.12% 175
2025
Q3 		$55.8M Buy
1,202,566
+147,207
+14% +$6.82M 0.13% 152
2025
Q2 		$48.9M Sell
1,055,359
-85,565
-7% -$3.92M 0.13% 164
2025
Q1 		$52.6M Buy
1,140,924
+259,606
+29% +$11.9M 0.15% 153
2024
Q4 		$40.2M Sell
881,318
-29,500
-3% -$1.35M 0.11% 184
2024
Q3 		$42.3M Buy
910,818
+107,472
+13% +$4.93M 0.12% 176
2024
Q2 		$36.5M Buy
803,346
+296,716
+59% +$13.4M 0.11% 183
2024
Q1 		$23.1M Buy
506,630
+131,830
+35% +$5.99M 0.07% 292
2023
Q4 		$17.1M Buy
374,800
+163,423
+77% +$7.29M 0.06% 340
2023
Q3 		$9.38M Buy
211,377
+80,418
+61% +$3.6M 0.04% 463
2023
Q2 		$5.92M Buy
130,959
+95,970
+274% +$4.37M 0.02% 634
2023
Q1 		$1.6M Sell
34,989
-21,828
-38% -$995K 0.01% 1077
2022
Q4 		$2.56M Buy
56,817
+21,404
+60% +$959K 0.01% 914
2022
Q3 		$1.57M Buy
35,413
+13,368
+61% +$616K 0.01% 1088
2022
Q2 		$1.01M Buy
+22,045
New +$1.04M ﹤0.01% 1239

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

Janney Montgomery Scott's JPIE Position: Q2 2026 in Review

Janney Montgomery Scott increased its JPMorgan Income ETF (JPIE) stake by 9.6% in Q2 2026, buying an estimated $4.55M and bringing the position to 1,133,112 shares worth $52.2M. The position accounts for 0.1% of the portfolio, ranked #202.

Janney Montgomery Scott first reported a position in JPIE in Q2 2022 and has held it in 17 quarters since. The position peaked at $55.8M in Q3 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Janney Montgomery Scott held 1,133,112 shares of JPMorgan Income ETF worth $52.2M as of Q2 2026.
  • Janney Montgomery Scott bought 98,853 JPMorgan Income ETF shares in Q2 2026, an estimated $4.55M.
  • JPMorgan Income ETF made up 0.1% of Janney Montgomery Scott's portfolio in Q2 2026, its #202 holding.
  • Janney Montgomery Scott first reported a position in JPMorgan Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Janney Montgomery Scott's JPMorgan Income ETF position peaked at $55.8M in Q3 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.