LPL Financial
JPIE icon

LPL Financial’s JPMorgan Income ETF JPIE Stock Holding History

LPL Financial’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 		$95.4M Buy
2,071,878
+1,350,568
+187% +$62.2M 0.02% 690
2026
Q1 		$33.2M Buy
721,310
+68,651
+11% +$3.18M 0.01% 1123
2025
Q4 		$30.2M Buy
652,659
+177,981
+37% +$8.25M 0.01% 1146
2025
Q3 		$22M Sell
474,678
-20,986
-4% -$972K 0.01% 1309
2025
Q2 		$23M Buy
495,664
+459,432
+1,268% +$21M 0.01% 1171
2025
Q1 		$1.67M Sell
36,232
-19,270
-35% -$884K ﹤0.01% 3114
2024
Q4 		$2.53M Buy
55,502
+44,139
+388% +$2.02M ﹤0.01% 2657
2024
Q3 		$527K Buy
11,363
+5,010
+79% +$230K ﹤0.01% 3951
2024
Q2 		$289K Buy
+6,353
New +$287K ﹤0.01% 4295

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial's JPIE Position: Q2 2026 in Review

LPL Financial increased its JPMorgan Income ETF (JPIE) stake by 187% in Q2 2026, buying an estimated $62.2M and bringing the position to 2,071,878 shares worth $95.4M. The position accounts for 0.02% of the portfolio, ranked #690.

LPL Financial first reported a position in JPIE in Q2 2024 and has held it in 9 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • LPL Financial held 2,071,878 shares of JPMorgan Income ETF worth $95.4M as of Q2 2026.
  • LPL Financial bought 1,350,568 JPMorgan Income ETF shares in Q2 2026, an estimated $62.2M.
  • JPMorgan Income ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #690 holding.
  • LPL Financial first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.