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McCarthy Asset Management’s JPMorgan Income ETF JPIE Stock Holding History

McCarthy Asset Management’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 		$7.91M Buy
+171,797
New +$7.91M 3.75% 11
2025
Q4 		$8.25M Buy
+178,275
New +$8.26M 4.31% 10

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

McCarthy Asset Management's JPIE Position: Q2 2026 in Review

McCarthy Asset Management opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 171,797 shares worth $7.91M. The stake represents 3.75% of the portfolio and ranks #11 among its holdings. This is a return to the name: McCarthy Asset Management previously reported a position in JPIE as recently as Q4 2025.

McCarthy Asset Management first reported a position in JPIE in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.25M in Q4 2025. 476 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • McCarthy Asset Management held 171,797 shares of JPMorgan Income ETF worth $7.91M as of Q2 2026.
  • JPMorgan Income ETF was a new McCarthy Asset Management position in Q2 2026.
  • JPMorgan Income ETF made up 3.75% of McCarthy Asset Management's portfolio in Q2 2026, its #11 holding.
  • McCarthy Asset Management first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 2 quarters since.
  • McCarthy Asset Management's JPMorgan Income ETF position peaked at $8.25M in Q4 2025.
  • 476 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on McCarthy Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.