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National Philanthropic Trust’s JPMorgan Income ETF JPIE Stock Holding History

National Philanthropic Trust’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 		$497K Hold
10,785
– – 0.01% 302
2026
Q1 		$497K Buy
+10,785
New +$499K 0.01% 276

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

National Philanthropic Trust's JPIE Position: Q2 2026 in Review

National Philanthropic Trust held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 10,785 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #302.

National Philanthropic Trust first reported a position in JPIE in Q1 2026 and has held it in 2 quarters since. The position peaked at $497K in Q1 2026. 456 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • National Philanthropic Trust held 10,785 shares of JPMorgan Income ETF worth $497K as of Q2 2026.
  • National Philanthropic Trust left its JPMorgan Income ETF share count unchanged in Q2 2026.
  • JPMorgan Income ETF made up 0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #302 holding.
  • National Philanthropic Trust first reported a position in JPMorgan Income ETF in Q1 2026 and has held it in 2 quarters since.
  • National Philanthropic Trust's JPMorgan Income ETF position peaked at $497K in Q1 2026.
  • 456 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.