LHEI
JPIE icon

Leo H. Evart Inc’s JPMorgan Income ETF JPIE Stock Holding History

Leo H. Evart Inc’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 		$610K Buy
13,253
+159
+1% +$7.32K 0.48% 30
2026
Q1 		$603K Buy
+13,094
New +$606K 0.52% 28

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

Leo H. Evart Inc's JPIE Position: Q2 2026 in Review

Leo H. Evart Inc increased its JPMorgan Income ETF (JPIE) stake by 1.2% in Q2 2026, buying an estimated $7.32K and bringing the position to 13,253 shares worth $610K. The position accounts for 0.48% of the portfolio, ranked #30.

Leo H. Evart Inc first reported a position in JPIE in Q1 2026 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Leo H. Evart Inc held 13,253 shares of JPMorgan Income ETF worth $610K as of Q2 2026.
  • Leo H. Evart Inc bought 159 JPMorgan Income ETF shares in Q2 2026, an estimated $7.32K.
  • JPMorgan Income ETF made up 0.48% of Leo H. Evart Inc's portfolio in Q2 2026, its #30 holding.
  • Leo H. Evart Inc first reported a position in JPMorgan Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.