Longview Asset Management (California)’s JPMorgan Income ETF JPIE Stock Holding History

Longview Asset Management (California)’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	$26.3M	Buy	571,553 +51,508	+10%	+$2.37M	13.01%	2
2026 Q1	$24M	Buy	520,045 +8,579	+2%	+$397K	13.02%	2
2025 Q4	$23.7M	Buy	511,466 +36,213	+8%	+$1.68M	13.05%	2
2025 Q3	$22.1M	Buy	475,253 +20,306	+4%	+$940K	12.71%	3
2025 Q2	$21.1M	Buy	454,947 +4,239	+0.9%	+$194K	13.2%	3
2025 Q1	$20.8M	Buy	450,708 +18,619	+4%	+$854K	13.7%	3
2024 Q4	$19.7M	Buy	+432,089	New	+$19.8M	13.24%	3

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

Longview Asset Management (California)'s JPIE Position: Q2 2026 in Review

Longview Asset Management (California) increased its JPMorgan Income ETF (JPIE) stake by 9.9% in Q2 2026, buying an estimated $2.37M and bringing the position to 571,553 shares worth $26.3M. The position accounts for 13.01% of the portfolio, ranked #2.

Longview Asset Management (California) first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Longview Asset Management (California) held 571,553 shares of JPMorgan Income ETF worth $26.3M as of Q2 2026.
Longview Asset Management (California) bought 51,508 JPMorgan Income ETF shares in Q2 2026, an estimated $2.37M.
JPMorgan Income ETF made up 13.01% of Longview Asset Management (California)'s portfolio in Q2 2026, its #2 holding.
Longview Asset Management (California) first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Longview Asset Management (California)'s 13F filing for Q2 2026, filed 14 Jul 2026.