Modera Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Modera Wealth 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	$1.9M	Sell	41,249 -549	-1%	-$25.3K	0.02%	276
2026 Q1	$1.93M	Sell	41,798 -177	-0.4%	-$8.2K	0.02%	258
2025 Q4	$1.94M	Sell	41,975 -4,776	-10%	-$221K	0.02%	268
2025 Q3	$2.17M	Sell	46,751 -1,359	-3%	-$62.9K	0.03%	255
2025 Q2	$2.23M	Buy	48,110 +453	+1%	+$20.8K	0.03%	249
2025 Q1	$2.2M	Buy	47,657 +10,727	+29%	+$492K	0.03%	237
2024 Q4	$1.68M	Buy	+36,930	New	+$1.69M	0.02%	261

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

Modera Wealth Management's JPIE Position: Q2 2026 in Review

Modera Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 1.3% in Q2 2026, selling an estimated $25.3K and leaving 41,249 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #276.

Modera Wealth Management first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.23M in Q2 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Modera Wealth Management held 41,249 shares of JPMorgan Income ETF worth $1.9M as of Q2 2026.
Modera Wealth Management sold 549 JPMorgan Income ETF shares in Q2 2026, an estimated $25.3K.
JPMorgan Income ETF made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #276 holding.
Modera Wealth Management first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
Modera Wealth Management's JPMorgan Income ETF position peaked at $2.23M in Q2 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.