N.E.W. Advisory Services’s JPMorgan Income ETF JPIE Stock Holding History

N.E.W. 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	$7.96M	Sell	172,933 -15,964	-8%	-$735K	0.53%	33
2026 Q1	$8.7M	Buy	188,897 +184,026	+3,778%	+$8.52M	0.65%	32
2025 Q4	$225K	Buy	+4,871	New	+$226K	0.02%	193
2025 Q2	–	Sell	-6,631	Closed	-$306K	–	882
2025 Q1	$306K	Buy	+6,631	New	+$304K	0.02%	169

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

N.E.W. Advisory Services's JPIE Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its JPMorgan Income ETF (JPIE) stake by 8.5% in Q2 2026, selling an estimated $735K and leaving 172,933 shares worth $7.96M. The position accounts for 0.53% of the portfolio, ranked #33.

N.E.W. Advisory Services first reported a position in JPIE in Q1 2025 and has held it in 4 quarters since. The position peaked at $8.7M in Q1 2026. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

N.E.W. Advisory Services held 172,933 shares of JPMorgan Income ETF worth $7.96M as of Q2 2026.
N.E.W. Advisory Services sold 15,964 JPMorgan Income ETF shares in Q2 2026, an estimated $735K.
JPMorgan Income ETF made up 0.53% of N.E.W. Advisory Services's portfolio in Q2 2026, its #33 holding.
N.E.W. Advisory Services first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 4 quarters since.
N.E.W. Advisory Services's JPMorgan Income ETF position peaked at $8.7M in Q1 2026.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.