LGT Financial Advisors’s JPMorgan Income ETF JPIE Stock Holding History
Bought
Maintained
Sold
Other funds holding JPIE
SFA
SC
WA
LGT Financial Advisors's JPIE Position: Q2 2026 in Review
LGT Financial Advisors increased its JPMorgan Income ETF (JPIE) stake by 1.9% in Q2 2026, buying an estimated $414 and bringing the position to 484 shares worth $22.3K. The position accounts for 0.12% of the portfolio, ranked #98.
LGT Financial Advisors first reported a position in JPIE in Q1 2023 and has held it in 14 quarters since. The position peaked at $113K in Q2 2023. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.
- LGT Financial Advisors held 484 shares of JPMorgan Income ETF worth $22.3K as of Q2 2026.
- LGT Financial Advisors bought 9 JPMorgan Income ETF shares in Q2 2026, an estimated $414.
- JPMorgan Income ETF made up 0.12% of LGT Financial Advisors's portfolio in Q2 2026, its #98 holding.
- LGT Financial Advisors first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 14 quarters since.
- LGT Financial Advisors's JPMorgan Income ETF position peaked at $113K in Q2 2023.
- 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.
Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.