Morgan Stanley
JPIE icon

Morgan Stanley’s JPMorgan Income ETF JPIE Stock Holding History

Morgan Stanley’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
Q1 		$329M Buy
7,134,311
+344,287
+5% +$15.9M 0.02% 708
2025
Q4 		$314M Buy
6,790,024
+1,393,857
+26% +$64.6M 0.02% 722
2025
Q3 		$250M Buy
5,396,167
+1,590,629
+42% +$73.6M 0.02% 804
2025
Q2 		$176M Buy
3,805,538
+605,508
+19% +$27.7M 0.01% 944
2025
Q1 		$147M Buy
3,200,030
+1,852,327
+137% +$85M 0.01% 996
2024
Q4 		$61.5M Buy
1,347,703
+90,508
+7% +$4.15M ﹤0.01% 1647
2024
Q3 		$58.3M Buy
1,257,195
+482,428
+62% +$22.1M ﹤0.01% 1685
2024
Q2 		$35.2M Buy
774,767
+244,455
+46% +$11.1M ﹤0.01% 2085
2024
Q1 		$24.2M Sell
530,312
-212,656
-29% -$9.66M ﹤0.01% 2496
2023
Q4 		$33.9M Buy
742,968
+531,517
+251% +$23.7M ﹤0.01% 2849
2023
Q3 		$9.39M Sell
211,451
-66,363
-24% -$2.97M ﹤0.01% 3177
2023
Q2 		$12.6M Buy
277,814
+152,429
+122% +$6.94M ﹤0.01% 2945
2023
Q1 		$5.74M Buy
125,385
+66,978
+115% +$3.05M ﹤0.01% 3669
2022
Q4 		$2.64M Buy
58,407
+12,352
+27% +$553K ﹤0.01% 4273
2022
Q3 		$2.04M Buy
46,055
+1,398
+3% +$64.5K ﹤0.01% 4419
2022
Q2 		$2.05M Buy
44,657
+33,878
+314% +$1.6M ﹤0.01% 4522
2022
Q1 		$517K Buy
+10,779
New +$529K ﹤0.01% 5386

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley's JPIE Position: Q1 2026 in Review

Morgan Stanley increased its JPMorgan Income ETF (JPIE) stake by 5.1% in Q1 2026, buying an estimated $15.9M and bringing the position to 7,134,311 shares worth $329M. The position accounts for 0.02% of the portfolio, ranked #708.

Morgan Stanley first reported a position in JPIE in Q1 2022 and has held it in 17 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Morgan Stanley held 7,134,311 shares of JPMorgan Income ETF worth $329M as of Q1 2026.
  • Morgan Stanley bought 344,287 JPMorgan Income ETF shares in Q1 2026, an estimated $15.9M.
  • JPMorgan Income ETF made up 0.02% of Morgan Stanley's portfolio in Q1 2026, its #708 holding.
  • Morgan Stanley first reported a position in JPMorgan Income ETF in Q1 2022 and has held it in 17 quarters since.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.