M.E. Allison & Co’s JPMorgan Income ETF JPIE Stock Holding History

M.E. Allison & Co’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	$756K	Buy	16,413 +764	+5%	+$35.2K	0.44%	65
2026 Q1	$721K	Buy	15,649 +2,580	+20%	+$119K	0.48%	61
2025 Q4	$605K	Sell	13,069 -58	-0.4%	-$2.69K	0.41%	67
2025 Q3	$609K	Buy	13,127 +118	+0.9%	+$5.46K	0.42%	63
2025 Q2	$603K	Buy	13,009 +6,320	+94%	+$290K	0.48%	56
2025 Q1	$308K	Buy	+6,689	New	+$307K	0.3%	98

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

M.E. Allison & Co's JPIE Position: Q2 2026 in Review

M.E. Allison & Co increased its JPMorgan Income ETF (JPIE) stake by 4.9% in Q2 2026, buying an estimated $35.2K and bringing the position to 16,413 shares worth $756K. The position accounts for 0.44% of the portfolio, ranked #65.

M.E. Allison & Co first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

M.E. Allison & Co held 16,413 shares of JPMorgan Income ETF worth $756K as of Q2 2026.
M.E. Allison & Co bought 764 JPMorgan Income ETF shares in Q2 2026, an estimated $35.2K.
JPMorgan Income ETF made up 0.44% of M.E. Allison & Co's portfolio in Q2 2026, its #65 holding.
M.E. Allison & Co first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.