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LaFleur & Godfrey’s JPMorgan Income ETF JPIE Stock Holding History

LaFleur & Godfrey’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 		$855K Buy
18,569
+1,784
+11% +$82.1K 0.1% 93
2026
Q1 		$773K Buy
16,785
+1,013
+6% +$46.9K 0.1% 92
2025
Q4 		$730K Buy
15,772
+1,905
+14% +$88.3K 0.09% 96
2025
Q3 		$644K Buy
13,867
+1,129
+9% +$52.3K 0.08% 96
2025
Q2 		$590K Sell
12,738
-162
-1% -$7.42K 0.07% 103
2025
Q1 		$594K Sell
12,900
-21
-0.2% -$964 0.08% 103
2024
Q4 		$589K Buy
12,921
+856
+7% +$39.2K 0.08% 98
2024
Q3 		$560K Buy
12,065
+1,182
+11% +$54.2K 0.08% 100
2024
Q2 		$495K Buy
10,883
+5,045
+86% +$228K 0.07% 99
2024
Q1 		$266K Buy
+5,838
New +$265K 0.04% 114

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

LaFleur & Godfrey's JPIE Position: Q2 2026 in Review

LaFleur & Godfrey increased its JPMorgan Income ETF (JPIE) stake by 11% in Q2 2026, buying an estimated $82.1K and bringing the position to 18,569 shares worth $855K. The position accounts for 0.1% of the portfolio, ranked #93.

LaFleur & Godfrey first reported a position in JPIE in Q1 2024 and has held it in 10 quarters since. 476 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • LaFleur & Godfrey held 18,569 shares of JPMorgan Income ETF worth $855K as of Q2 2026.
  • LaFleur & Godfrey bought 1,784 JPMorgan Income ETF shares in Q2 2026, an estimated $82.1K.
  • JPMorgan Income ETF made up 0.1% of LaFleur & Godfrey's portfolio in Q2 2026, its #93 holding.
  • LaFleur & Godfrey first reported a position in JPMorgan Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 476 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on LaFleur & Godfrey's 13F filing for Q2 2026, filed 15 Jul 2026.