Lodestar Private Asset Management’s JPMorgan Income ETF JPIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$29.6M Buy
642,277
+40,809
+7% +$1.88M 2.56% 10
2026
Q1
$27.7M Buy
601,468
+80,635
+15% +$3.73M 2.73% 10
2025
Q4
$24.1M Buy
520,833
+95,630
+22% +$4.43M 2.42% 12
2025
Q3
$19.7M Buy
425,203
+86,868
+26% +$4.02M 2.06% 12
2025
Q2
$15.7M Buy
338,335
+69,360
+26% +$3.18M 1.81% 15
2025
Q1
$12.4M Buy
268,975
+46,500
+21% +$2.13M 1.56% 17
2024
Q4
$10.1M Buy
222,475
+28,825
+15% +$1.32M 1.27% 24
2024
Q3
$8.98M Buy
193,650
+19,938
+11% +$915K 1.14% 28
2024
Q2
$7.9M Buy
173,712
+11,898
+7% +$538K 1.09% 28
2024
Q1
$7.37M Buy
161,814
+14,976
+10% +$680K 1.05% 30
2023
Q4
$6.7M Buy
146,838
+21,194
+17% +$946K 1.03% 30
2023
Q3
$5.58M Buy
125,644
+61,724
+97% +$2.76M 0.96% 29
2023
Q2
$2.89M Buy
63,920
+33,576
+111% +$1.53M 0.48% 51
2023
Q1
$1.39M Buy
30,344
+9,689
+47% +$442K 0.25% 75
2022
Q4
$932K Buy
+20,655
New +$925K 0.18% 91

Other funds holding JPIE

Lodestar Private Asset Management's JPIE Position: Q2 2026 in Review

Lodestar Private Asset Management increased its JPMorgan Income ETF (JPIE) stake by 6.8% in Q2 2026, buying an estimated $1.88M and bringing the position to 642,277 shares worth $29.6M. The position accounts for 2.56% of the portfolio, ranked #10.

Lodestar Private Asset Management first reported a position in JPIE in Q4 2022 and has held it in 15 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Lodestar Private Asset Management held 642,277 shares of JPMorgan Income ETF worth $29.6M as of Q2 2026.
  • Lodestar Private Asset Management bought 40,809 JPMorgan Income ETF shares in Q2 2026, an estimated $1.88M.
  • JPMorgan Income ETF made up 2.56% of Lodestar Private Asset Management's portfolio in Q2 2026, its #10 holding.
  • Lodestar Private Asset Management first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.