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Krilogy Financial’s JPMorgan Income ETF JPIE Stock Holding History

Krilogy Financial’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 		$11.5M Sell
248,774
-8,672
-3% -$399K 0.34% 57
2026
Q1 		$11.9M Buy
257,446
+12,601
+5% +$583K 0.38% 52
2025
Q4 		$11.4M Buy
244,845
+87,189
+55% +$4.04M 0.39% 52
2025
Q3 		$7.28M Buy
157,656
+97,317
+161% +$4.51M 0.27% 62
2025
Q2 		$2.79M Buy
60,339
+576
+1% +$26.4K 0.16% 111
2025
Q1 		$2.75M Buy
+59,763
New +$2.74M 0.18% 102

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

Krilogy Financial's JPIE Position: Q2 2026 in Review

Krilogy Financial reduced its JPMorgan Income ETF (JPIE) stake by 3.4% in Q2 2026, selling an estimated $399K and leaving 248,774 shares worth $11.5M. The position accounts for 0.34% of the portfolio, ranked #57.

Krilogy Financial first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.9M in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Krilogy Financial held 248,774 shares of JPMorgan Income ETF worth $11.5M as of Q2 2026.
  • Krilogy Financial sold 8,672 JPMorgan Income ETF shares in Q2 2026, an estimated $399K.
  • JPMorgan Income ETF made up 0.34% of Krilogy Financial's portfolio in Q2 2026, its #57 holding.
  • Krilogy Financial first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Krilogy Financial's JPMorgan Income ETF position peaked at $11.9M in Q1 2026.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.