Lido Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Lido Advisors’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	$632K	Buy	13,721 +5,140	+60%	+$237K	﹤0.01%	1338
2026 Q1	$395K	Sell	8,581 -2,729	-24%	-$126K	﹤0.01%	1427
2025 Q4	$525K	Hold	11,310	–	–	﹤0.01%	1276
2025 Q3	$525K	Buy	11,310 +4,311	+62%	+$200K	﹤0.01%	1212
2025 Q2	$324K	Buy	+6,999	New	+$321K	﹤0.01%	1305
2024 Q4	–	Sell	-42,590	Closed	-$1.98M	–	1547
2024 Q3	$1.98M	Hold	42,590	–	–	0.01%	468
2024 Q2	$1.94M	Buy	+42,590	New	+$1.93M	0.01%	460

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors's JPIE Position: Q2 2026 in Review

Lido Advisors increased its JPMorgan Income ETF (JPIE) stake by 60% in Q2 2026, buying an estimated $237K and bringing the position to 13,721 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Lido Advisors first reported a position in JPIE in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.98M in Q3 2024. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Lido Advisors held 13,721 shares of JPMorgan Income ETF worth $632K as of Q2 2026.
Lido Advisors bought 5,140 JPMorgan Income ETF shares in Q2 2026, an estimated $237K.
JPMorgan Income ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1338 holding.
Lido Advisors first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 7 quarters since.
Lido Advisors's JPMorgan Income ETF position peaked at $1.98M in Q3 2024.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.