Keystone Financial Services (Nebraska)’s JPMorgan Income ETF JPIE Stock Holding History

Keystone Financial Services (Nebraska)’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	$4.43M	Sell	96,291 -103	-0.1%	-$4.74K	2.66%	13
2026 Q1	$4.44M	Buy	96,394 +3,220	+3%	+$149K	2.99%	12
2025 Q4	$4.31M	Buy	93,174 +2,183	+2%	+$101K	2.94%	11
2025 Q3	$4.22M	Buy	90,991 +3,702	+4%	+$171K	2.96%	11
2025 Q2	$4.04M	Buy	87,289 +5,356	+7%	+$245K	3.07%	11
2025 Q1	$3.77M	Buy	81,933 +2,813	+4%	+$129K	3.2%	12
2024 Q4	$3.61M	Buy	+79,120	New	+$3.63M	3.31%	12

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Keystone Financial Services (Nebraska)'s JPIE Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) reduced its JPMorgan Income ETF (JPIE) stake by 0.11% in Q2 2026, selling an estimated $4.74K and leaving 96,291 shares worth $4.43M. The position accounts for 2.66% of the portfolio, ranked #13.

Keystone Financial Services (Nebraska) first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.44M in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Keystone Financial Services (Nebraska) held 96,291 shares of JPMorgan Income ETF worth $4.43M as of Q2 2026.
Keystone Financial Services (Nebraska) sold 103 JPMorgan Income ETF shares in Q2 2026, an estimated $4.74K.
JPMorgan Income ETF made up 2.66% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #13 holding.
Keystone Financial Services (Nebraska) first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
Keystone Financial Services (Nebraska)'s JPMorgan Income ETF position peaked at $4.44M in Q1 2026.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.