LOIM
JPIE icon

Liberty One Investment Management’s JPMorgan Income ETF JPIE Stock Holding History

Liberty One Investment Management’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
Q1 		$3.2M Buy
69,548
+21,600
+45% +$1M 0.33% 67
2025
Q4 		$2.22M Buy
+47,948
New +$2.22M 0.28% 68

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Liberty One Investment Management's JPIE Position: Q1 2026 in Review

Liberty One Investment Management increased its JPMorgan Income ETF (JPIE) stake by 45% in Q1 2026, buying an estimated $1M and bringing the position to 69,548 shares worth $3.2M. The position accounts for 0.33% of the portfolio, ranked #67.

Liberty One Investment Management first reported a position in JPIE in Q4 2025 and has held it in 2 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Liberty One Investment Management held 69,548 shares of JPMorgan Income ETF worth $3.2M as of Q1 2026.
  • Liberty One Investment Management bought 21,600 JPMorgan Income ETF shares in Q1 2026, an estimated $1M.
  • JPMorgan Income ETF made up 0.33% of Liberty One Investment Management's portfolio in Q1 2026, its #67 holding.
  • Liberty One Investment Management first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.