MML Investors Services
JPIE icon

MML Investors Services’s JPMorgan Income ETF JPIE Stock Holding History

MML Investors 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 		$10.3M Buy
222,697
+52,961
+31% +$2.44M 0.02% 625
2026
Q1 		$7.82M Sell
169,736
-14,732
-8% -$682K 0.02% 637
2025
Q4 		$8.54M Buy
184,468
+51,199
+38% +$2.37M 0.02% 644
2025
Q3 		$6.19M Sell
133,269
-32,361
-20% -$1.5M 0.02% 728
2025
Q2 		$7.67M Sell
165,630
-956
-0.6% -$43.8K 0.02% 624
2025
Q1 		$7.67M Buy
166,586
+48,563
+41% +$2.23M 0.03% 573
2024
Q4 		$5.38M Buy
118,023
+9,573
+9% +$439K 0.02% 679
2024
Q3 		$5.03M Buy
108,450
+10,643
+11% +$488K 0.02% 684
2024
Q2 		$4.45M Buy
97,807
+28,632
+41% +$1.29M 0.02% 688
2024
Q1 		$3.15M Buy
69,175
+27,671
+67% +$1.26M 0.01% 845
2023
Q4 		$1.89M Buy
41,504
+4,774
+13% +$213K 0.01% 1023
2023
Q3 		$1.63M Buy
36,730
+29,607
+416% +$1.33M 0.01% 976
2023
Q2 		$322K Sell
7,123
-17,577
-71% -$800K ﹤0.01% 1902
2023
Q1 		$1.13M Sell
24,700
-693
-3% -$31.6K 0.01% 1013
2022
Q4 		$1.15M Buy
25,393
+4,200
+20% +$188K 0.01% 1081
2022
Q3 		$939K Buy
+21,193
New +$977K 0.01% 1091

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

MML Investors Services's JPIE Position: Q2 2026 in Review

MML Investors Services increased its JPMorgan Income ETF (JPIE) stake by 31% in Q2 2026, buying an estimated $2.44M and bringing the position to 222,697 shares worth $10.3M. The position accounts for 0.02% of the portfolio, ranked #625.

MML Investors Services first reported a position in JPIE in Q3 2022 and has held it in 16 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • MML Investors Services held 222,697 shares of JPMorgan Income ETF worth $10.3M as of Q2 2026.
  • MML Investors Services bought 52,961 JPMorgan Income ETF shares in Q2 2026, an estimated $2.44M.
  • JPMorgan Income ETF made up 0.02% of MML Investors Services's portfolio in Q2 2026, its #625 holding.
  • MML Investors Services first reported a position in JPMorgan Income ETF in Q3 2022 and has held it in 16 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

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