Meeder Advisory Services’s JPMorgan Income ETF JPIE Stock Holding History

Meeder Advisory Services’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	$801K	Buy	17,399 +624	+4%	+$28.7K	0.03%	334
2026 Q1	$773K	Sell	16,775 -8,988	-35%	-$416K	0.03%	316
2025 Q4	$1.19M	Buy	25,763 +3,065	+14%	+$142K	0.05%	239
2025 Q3	$1.05M	Buy	22,698 +665	+3%	+$30.8K	0.05%	261
2025 Q2	$1.02M	Buy	22,033 +17,125	+349%	+$785K	0.05%	251
2025 Q1	$226K	Buy	+4,908	New	+$225K	0.01%	522

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

Meeder Advisory Services's JPIE Position: Q2 2026 in Review

Meeder Advisory Services increased its JPMorgan Income ETF (JPIE) stake by 3.7% in Q2 2026, buying an estimated $28.7K and bringing the position to 17,399 shares worth $801K. The position accounts for 0.03% of the portfolio, ranked #334.

Meeder Advisory Services first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.19M in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Meeder Advisory Services held 17,399 shares of JPMorgan Income ETF worth $801K as of Q2 2026.
Meeder Advisory Services bought 624 JPMorgan Income ETF shares in Q2 2026, an estimated $28.7K.
JPMorgan Income ETF made up 0.03% of Meeder Advisory Services's portfolio in Q2 2026, its #334 holding.
Meeder Advisory Services first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
Meeder Advisory Services's JPMorgan Income ETF position peaked at $1.19M in Q4 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.