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Mather Group’s JPMorgan Income ETF JPIE Stock Holding History

Mather 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 		$8.53M Buy
185,130
+1,346
+0.7% +$61.9K 0.07% 119
2026
Q1 		$8.47M Buy
183,784
+3,832
+2% +$177K 0.08% 91
2025
Q4 		$8.33M Sell
179,952
-2,237
-1% -$104K 0.09% 91
2025
Q3 		$8.46M Buy
182,189
+5,879
+3% +$272K 0.09% 89
2025
Q2 		$8.17M Sell
176,310
-468
-0.3% -$21.4K 0.09% 91
2025
Q1 		$8.14M Buy
176,778
+5,138
+3% +$236K 0.09% 90
2024
Q4 		$7.83M Buy
171,640
+509
+0.3% +$23.3K 0.1% 90
2024
Q3 		$7.94M Buy
171,131
+11,903
+7% +$546K 0.1% 92
2024
Q2 		$7.25M Buy
159,228
+9,091
+6% +$411K 0.09% 101
2024
Q1 		$6.85M Hold
150,137
– – 0.11% 77
2023
Q4 		$6.85M Buy
150,137
+110,765
+281% +$4.94M 0.11% 79
2023
Q3 		$1.75M Buy
39,372
+9,353
+31% +$419K 0.03% 159
2023
Q2 		$1.36M Buy
30,019
+15,759
+111% +$717K 0.02% 188
2023
Q1 		$653K Buy
14,260
+1,074
+8% +$49K 0.01% 277
2022
Q4 		$595K Buy
+13,186
New +$591K 0.01% 292

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

Mather Group's JPIE Position: Q2 2026 in Review

Mather Group increased its JPMorgan Income ETF (JPIE) stake by 0.73% in Q2 2026, buying an estimated $61.9K and bringing the position to 185,130 shares worth $8.53M. The position accounts for 0.07% of the portfolio, ranked #119.

Mather 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.

  • Mather Group held 185,130 shares of JPMorgan Income ETF worth $8.53M as of Q2 2026.
  • Mather Group bought 1,346 JPMorgan Income ETF shares in Q2 2026, an estimated $61.9K.
  • JPMorgan Income ETF made up 0.07% of Mather Group's portfolio in Q2 2026, its #119 holding.
  • Mather 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 Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.