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Jeter Robert S II’s JPMorgan Income ETF JPIE Stock Holding History

Jeter Robert S II’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 		$5.91M Sell
128,769
-733
-0.6% -$33.7K 5.66% 5
2026
Q1 		$5.97M Buy
+129,502
New +$6M 5.94% 5

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

Jeter Robert S II's JPIE Position: Q2 2026 in Review

Jeter Robert S II reduced its JPMorgan Income ETF (JPIE) stake by 0.57% in Q2 2026, selling an estimated $33.7K and leaving 128,769 shares worth $5.91M. The position accounts for 5.66% of the portfolio, ranked #5.

Jeter Robert S II first reported a position in JPIE in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.97M in Q1 2026. 473 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Jeter Robert S II held 128,769 shares of JPMorgan Income ETF worth $5.91M as of Q2 2026.
  • Jeter Robert S II sold 733 JPMorgan Income ETF shares in Q2 2026, an estimated $33.7K.
  • JPMorgan Income ETF made up 5.66% of Jeter Robert S II's portfolio in Q2 2026, its #5 holding.
  • Jeter Robert S II first reported a position in JPMorgan Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Jeter Robert S II's JPMorgan Income ETF position peaked at $5.97M in Q1 2026.
  • 473 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Jeter Robert S II's 13F filing for Q2 2026, filed 14 Jul 2026.