JP Morgan Chase
JPIE icon

JP Morgan Chase’s JPMorgan Income ETF JPIE Stock Holding History

JP Morgan Chase’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 		$381M Buy
8,272,672
+1,574,220
+24% +$72.5M 0.02% 531
2026
Q1 		$308M Sell
6,698,452
-1,032,871
-13% -$47.8M 0.02% 544
2025
Q4 		$358M Buy
7,731,323
+301,897
+4% +$14M 0.02% 485
2025
Q3 		$345M Buy
7,429,426
+578,800
+8% +$26.8M 0.02% 515
2025
Q2 		$317M Buy
6,850,626
+1,783,134
+35% +$81.7M 0.02% 541
2025
Q1 		$233M Buy
5,067,492
+66,672
+1% +$3.06M 0.02% 623
2024
Q4 		$228M Buy
5,000,820
+70,930
+1% +$3.25M 0.02% 619
2024
Q3 		$229M Buy
4,929,890
+2,894,852
+142% +$133M 0.02% 634
2024
Q2 		$92.5M Buy
2,035,038
+195,402
+11% +$8.84M 0.01% 942
2024
Q1 		$83.8M Buy
1,839,636
+192,552
+12% +$8.75M 0.01% 1015
2023
Q4 		$75.1M Buy
1,647,084
+1,206,626
+274% +$53.8M 0.01% 1025
2023
Q3 		$19.6M Buy
+440,458
New +$19.7M ﹤0.01% 1699
2023
Q2 		– Sell
-1,456
Closed -$67K – 7130
2023
Q1 		$67K Buy
+1,456
New +$66.4K ﹤0.01% 5600
2022
Q4 		– Sell
-1,181,895
Closed -$52.4M – 6780
2022
Q3 		$52.4M Sell
1,181,895
-423,105
-26% -$19.5M 0.01% 1032
2022
Q2 		$73.6M Sell
1,605,000
-230,000
-13% -$10.8M 0.01% 875
2022
Q1 		$88.1M Sell
1,835,000
-145,000
-7% -$7.12M 0.01% 893
2021
Q4 		$99.4M Buy
+1,980,000
New +$99.5M 0.01% 887

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase's JPIE Position: Q2 2026 in Review

JP Morgan Chase increased its JPMorgan Income ETF (JPIE) stake by 24% in Q2 2026, buying an estimated $72.5M and bringing the position to 8,272,672 shares worth $381M. The position accounts for 0.02% of the portfolio, ranked #531.

JP Morgan Chase first reported a position in JPIE in Q4 2021 and has held it in 17 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • JP Morgan Chase held 8,272,672 shares of JPMorgan Income ETF worth $381M as of Q2 2026.
  • JP Morgan Chase bought 1,574,220 JPMorgan Income ETF shares in Q2 2026, an estimated $72.5M.
  • JPMorgan Income ETF made up 0.02% of JP Morgan Chase's portfolio in Q2 2026, its #531 holding.
  • JP Morgan Chase first reported a position in JPMorgan Income ETF in Q4 2021 and has held it in 17 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.