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Miller Global Investments’s JPMorgan Income ETF JPIE Stock Holding History

Miller Global Investments’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 		$4.33M Buy
94,063
+7,251
+8% +$334K 3.59% 2
2026
Q1 		$4M Buy
86,812
+792
+0.9% +$36.7K 3.67% 3
2025
Q4 		$3.98M Buy
+86,020
New +$3.99M 3.6% 3

Other funds holding JPIE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Miller Global Investments's JPIE Position: Q2 2026 in Review

Miller Global Investments increased its JPMorgan Income ETF (JPIE) stake by 8.4% in Q2 2026, buying an estimated $334K and bringing the position to 94,063 shares worth $4.33M. The position accounts for 3.59% of the portfolio, ranked #2.

Miller Global Investments first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Miller Global Investments held 94,063 shares of JPMorgan Income ETF worth $4.33M as of Q2 2026.
  • Miller Global Investments bought 7,251 JPMorgan Income ETF shares in Q2 2026, an estimated $334K.
  • JPMorgan Income ETF made up 3.59% of Miller Global Investments's portfolio in Q2 2026, its #2 holding.
  • Miller Global Investments first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.