Marmo Financial Group’s JPMorgan Income ETF JPIE Stock Holding History

Marmo 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 Q1	$4.62M	Sell	100,326 -1,313	-1%	-$60.8K	2.29%	13
2025 Q4	$4.7M	Buy	101,639 +1,601	+2%	+$74.2K	2.23%	13
2025 Q3	$4.64M	Sell	100,038 -8,468	-8%	-$392K	2.25%	13
2025 Q2	$5.03M	Buy	108,506 +107	+0.1%	+$4.9K	2.5%	11
2025 Q1	$4.99M	Buy	108,399 +15,788	+17%	+$724K	2.73%	11
2024 Q4	$4.22M	Buy	92,611 +3,328	+4%	+$153K	2.28%	11
2024 Q3	$4.14M	Buy	89,283 +14,053	+19%	+$645K	2.21%	11
2024 Q2	$3.42M	Buy	75,230 +19,319	+35%	+$874K	2.07%	12
2024 Q1	$2.55M	Buy	+55,911	New	+$2.54M	1.55%	14

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Marmo Financial Group's JPIE Position: Q1 2026 in Review

Marmo Financial Group reduced its JPMorgan Income ETF (JPIE) stake by 1.3% in Q1 2026, selling an estimated $60.8K and leaving 100,326 shares worth $4.62M. The position accounts for 2.29% of the portfolio, ranked #13.

Marmo Financial Group first reported a position in JPIE in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.03M in Q2 2025. 446 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Marmo Financial Group held 100,326 shares of JPMorgan Income ETF worth $4.62M as of Q1 2026.
Marmo Financial Group sold 1,313 JPMorgan Income ETF shares in Q1 2026, an estimated $60.8K.
JPMorgan Income ETF made up 2.29% of Marmo Financial Group's portfolio in Q1 2026, its #13 holding.
Marmo Financial Group first reported a position in JPMorgan Income ETF in Q1 2024 and has held it in 9 quarters since.
Marmo Financial Group's JPMorgan Income ETF position peaked at $5.03M in Q2 2025.
446 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.