Jones Financial Companies
JPIE icon

Jones Financial Companies’s JPMorgan Income ETF JPIE Stock Holding History

Jones Financial Companies’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 		$28.1M Buy
610,186
+205,817
+51% +$9.47M 0.01% 569
2026
Q1 		$18.5M Buy
404,369
+148,365
+58% +$6.87M 0.01% 612
2025
Q4 		$11.9M Buy
256,004
+89,095
+53% +$4.13M 0.01% 412
2025
Q3 		$7.75M Buy
166,909
+87,965
+111% +$4.07M 0.01% 460
2025
Q2 		$3.65M Buy
78,944
+44,319
+128% +$2.03M ﹤0.01% 580
2025
Q1 		$1.59M Buy
+34,625
New +$1.59M ﹤0.01% 716

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

Jones Financial Companies's JPIE Position: Q2 2026 in Review

Jones Financial Companies increased its JPMorgan Income ETF (JPIE) stake by 51% in Q2 2026, buying an estimated $9.47M and bringing the position to 610,186 shares worth $28.1M. The position accounts for 0.01% of the portfolio, ranked #569.

Jones Financial Companies 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.

  • Jones Financial Companies held 610,186 shares of JPMorgan Income ETF worth $28.1M as of Q2 2026.
  • Jones Financial Companies bought 205,817 JPMorgan Income ETF shares in Q2 2026, an estimated $9.47M.
  • JPMorgan Income ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #569 holding.
  • Jones Financial Companies 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 Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.