MFG
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Magnus Financial Group’s JPMorgan Income ETF JPIE Stock Holding History

Magnus Financial Group’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 		$17.2M Buy
372,965
+14,920
+4% +$687K 1.21% 18
2026
Q1 		$16.5M Buy
358,045
+22,579
+7% +$1.05M 1.34% 15
2025
Q4 		$15.5M Buy
335,466
+6,861
+2% +$318K 1.19% 18
2025
Q3 		$15.3M Buy
328,605
+8,601
+3% +$398K 1.2% 20
2025
Q2 		$14.8M Buy
320,004
+13,796
+5% +$632K 1.3% 18
2025
Q1 		$14.1M Buy
306,208
+6,816
+2% +$313K 1.37% 13
2024
Q4 		$13.7M Buy
299,392
+14,871
+5% +$682K 1.32% 15
2024
Q3 		$13.2M Buy
284,521
+20,604
+8% +$945K 1.34% 14
2024
Q2 		$12M Buy
263,917
+12,838
+5% +$580K 1.35% 18
2024
Q1 		$11.4M Buy
251,079
+11,945
+5% +$543K 1.36% 15
2023
Q4 		$10.9M Buy
239,134
+11,606
+5% +$518K 1.43% 13
2023
Q3 		$10.1M Buy
227,528
+4,878
+2% +$219K 1.47% 14
2023
Q2 		$10.1M Buy
222,650
+6,193
+3% +$282K 1.43% 14
2023
Q1 		$9.91M Buy
216,457
+18,814
+10% +$858K 1.51% 14
2022
Q4 		$8.92M Buy
+197,643
New +$8.85M 1.45% 14

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

Magnus Financial Group's JPIE Position: Q2 2026 in Review

Magnus Financial Group increased its JPMorgan Income ETF (JPIE) stake by 4.2% in Q2 2026, buying an estimated $687K and bringing the position to 372,965 shares worth $17.2M. The position accounts for 1.21% of the portfolio, ranked #18.

Magnus Financial Group 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.

  • Magnus Financial Group held 372,965 shares of JPMorgan Income ETF worth $17.2M as of Q2 2026.
  • Magnus Financial Group bought 14,920 JPMorgan Income ETF shares in Q2 2026, an estimated $687K.
  • JPMorgan Income ETF made up 1.21% of Magnus Financial Group's portfolio in Q2 2026, its #18 holding.
  • Magnus Financial Group 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 Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.