Kestra Advisory Services’s JPMorgan Income ETF JPIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.1M Buy
392,373
+78,723
+25% +$3.62M 0.06% 342
2026
Q1
$14.4M Buy
313,650
+195,290
+165% +$9.04M 0.05% 352
2025
Q4
$5.48M Buy
118,360
+8,489
+8% +$393K 0.02% 682
2025
Q3
$5.1M Buy
109,871
+58,457
+114% +$2.71M 0.02% 671
2025
Q2
$2.38M Buy
51,414
+11,544
+29% +$529K 0.01% 994
2025
Q1
$1.84M Buy
39,870
+4,896
+14% +$225K 0.01% 1025
2024
Q4
$1.6M Buy
34,974
+19,255
+122% +$883K 0.01% 1122
2024
Q3
$729K Buy
15,719
+2,864
+22% +$131K ﹤0.01% 1520
2024
Q2
$584K Buy
12,855
+896
+7% +$40.5K ﹤0.01% 1675
2024
Q1
$545K Buy
11,959
+4,424
+59% +$201K ﹤0.01% 1607
2023
Q4
$344K Buy
7,535
+2,741
+57% +$122K ﹤0.01% 1757
2023
Q3
$213K Buy
+4,794
New +$215K ﹤0.01% 1900

Other funds holding JPIE

Kestra Advisory Services's JPIE Position: Q2 2026 in Review

Kestra Advisory Services increased its JPMorgan Income ETF (JPIE) stake by 25% in Q2 2026, buying an estimated $3.62M and bringing the position to 392,373 shares worth $18.1M. The position accounts for 0.06% of the portfolio, ranked #342.

Kestra Advisory Services first reported a position in JPIE in Q3 2023 and has held it in 12 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Kestra Advisory Services held 392,373 shares of JPMorgan Income ETF worth $18.1M as of Q2 2026.
  • Kestra Advisory Services bought 78,723 JPMorgan Income ETF shares in Q2 2026, an estimated $3.62M.
  • JPMorgan Income ETF made up 0.06% of Kestra Advisory Services's portfolio in Q2 2026, its #342 holding.
  • Kestra Advisory Services first reported a position in JPMorgan Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.