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JPIE icon

NavPoint Financial’s JPMorgan Income ETF JPIE Stock Holding History

NavPoint Financial’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 		$23.9M Buy
519,341
+20,441
+4% +$941K 8.86% 1
2026
Q1 		$23M Buy
498,900
+38,124
+8% +$1.77M 9.29% 2
2025
Q4 		$21.3M Buy
460,776
+95,235
+26% +$4.41M 9.12% 2
2025
Q3 		$17M Buy
365,541
+68,349
+23% +$3.16M 8.9% 2
2025
Q2 		$13.8M Buy
297,192
+82,093
+38% +$3.76M 8.32% 2
2025
Q1 		$9.91M Buy
215,099
+57,397
+36% +$2.63M 6.97% 2
2024
Q4 		$7.19M Buy
157,702
+59,565
+61% +$2.73M 5.69% 7
2024
Q3 		$4.55M Buy
+98,137
New +$4.5M 3.67% 11

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

NavPoint Financial's JPIE Position: Q2 2026 in Review

NavPoint Financial increased its JPMorgan Income ETF (JPIE) stake by 4.1% in Q2 2026, buying an estimated $941K and bringing the position to 519,341 shares worth $23.9M. The position accounts for 8.86% of the portfolio, ranked #1.

NavPoint Financial first reported a position in JPIE in Q3 2024 and has held it in 8 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • NavPoint Financial held 519,341 shares of JPMorgan Income ETF worth $23.9M as of Q2 2026.
  • NavPoint Financial bought 20,441 JPMorgan Income ETF shares in Q2 2026, an estimated $941K.
  • JPMorgan Income ETF made up 8.86% of NavPoint Financial's portfolio in Q2 2026, its #1 holding.
  • NavPoint Financial first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on NavPoint Financial's 13F filing for Q2 2026, filed 23 Jul 2026.