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Narus Financial Partners’s JPMorgan Income ETF JPIE Stock Holding History

Narus Financial Partners’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 		$3.44M Buy
74,803
+7,230
+11% +$333K 0.88% 16
2026
Q1 		$3.11M Buy
67,573
+12,446
+23% +$576K 0.82% 15
2025
Q4 		$2.55M Sell
55,127
-378
-0.7% -$17.5K 0.7% 22
2025
Q3 		$2.58M Buy
55,505
+6,497
+13% +$301K 0.7% 24
2025
Q2 		$2.27M Sell
49,008
-4,664
-9% -$214K 0.71% 27
2025
Q1 		$2.47M Sell
53,672
-7,361
-12% -$338K 0.84% 21
2024
Q4 		$2.78M Buy
61,033
+23,208
+61% +$1.06M 0.94% 18
2024
Q3 		$1.75M Buy
37,825
+13,731
+57% +$630K 0.63% 34
2024
Q2 		$1.1M Buy
24,094
+8,901
+59% +$402K 0.44% 50
2024
Q1 		$692K Buy
15,193
+5,472
+56% +$249K 0.3% 61
2023
Q4 		$443K Buy
+9,721
New +$434K 0.21% 74

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

Narus Financial Partners's JPIE Position: Q2 2026 in Review

Narus Financial Partners increased its JPMorgan Income ETF (JPIE) stake by 11% in Q2 2026, buying an estimated $333K and bringing the position to 74,803 shares worth $3.44M. The position accounts for 0.88% of the portfolio, ranked #16.

Narus Financial Partners first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Narus Financial Partners held 74,803 shares of JPMorgan Income ETF worth $3.44M as of Q2 2026.
  • Narus Financial Partners bought 7,230 JPMorgan Income ETF shares in Q2 2026, an estimated $333K.
  • JPMorgan Income ETF made up 0.88% of Narus Financial Partners's portfolio in Q2 2026, its #16 holding.
  • Narus Financial Partners first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.