Kovack Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Kovack Advisors’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	$2.3M	Buy	50,012 +36,335	+266%	+$1.67M	0.11%	179
2026 Q1	$629K	Sell	13,677 -37,801	-73%	-$1.75M	0.03%	521
2025 Q4	$2.38M	Buy	51,478 +8,400	+19%	+$389K	0.11%	167
2025 Q3	$2M	Buy	43,078 +8,874	+26%	+$411K	0.19%	100
2025 Q2	$1.58M	Sell	34,204 -2,876	-8%	-$132K	0.16%	125
2025 Q1	$1.71M	Buy	+37,080	New	+$1.7M	0.18%	112

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

Kovack Advisors's JPIE Position: Q2 2026 in Review

Kovack Advisors increased its JPMorgan Income ETF (JPIE) stake by 266% in Q2 2026, buying an estimated $1.67M and bringing the position to 50,012 shares worth $2.3M. The position accounts for 0.11% of the portfolio, ranked #179.

Kovack Advisors first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.38M in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Kovack Advisors held 50,012 shares of JPMorgan Income ETF worth $2.3M as of Q2 2026.
Kovack Advisors bought 36,335 JPMorgan Income ETF shares in Q2 2026, an estimated $1.67M.
JPMorgan Income ETF made up 0.11% of Kovack Advisors's portfolio in Q2 2026, its #179 holding.
Kovack Advisors first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
Kovack Advisors's JPMorgan Income ETF position peaked at $2.38M in Q4 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.