Newbridge Financial Services Group’s JPMorgan Income ETF JPIE Stock Holding History

Newbridge Financial Services Group’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	$35.5K	Hold	770	–	–	﹤0.01%	568
2026 Q1	$35.5K	Hold	770	–	–	0.01%	510
2025 Q4	$35.6K	Sell	770 -152	-16%	-$7.04K	0.01%	501
2025 Q3	$42.8K	Sell	922 -560	-38%	-$25.9K	0.01%	547
2025 Q2	$68.6K	Buy	1,482 +452	+44%	+$20.7K	0.01%	447
2025 Q1	$47.5K	Hold	1,030	–	–	0.01%	376
2024 Q4	$47K	Buy	1,030 +260	+34%	+$11.9K	0.01%	421
2024 Q3	$35.7K	Hold	770	–	–	0.01%	301
2024 Q2	$35K	Hold	770	–	–	0.01%	458
2024 Q1	$35.1K	Buy	+770	New	+$35K	0.02%	479

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

Newbridge Financial Services Group's JPIE Position: Q2 2026 in Review

Newbridge Financial Services Group held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 770 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Newbridge Financial Services Group first reported a position in JPIE in Q1 2024 and has held it in 10 quarters since. The position peaked at $68.6K in Q2 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Newbridge Financial Services Group held 770 shares of JPMorgan Income ETF worth $35.5K as of Q2 2026.
Newbridge Financial Services Group left its JPMorgan Income ETF share count unchanged in Q2 2026.
JPMorgan Income ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #568 holding.
Newbridge Financial Services Group first reported a position in JPMorgan Income ETF in Q1 2024 and has held it in 10 quarters since.
Newbridge Financial Services Group's JPMorgan Income ETF position peaked at $68.6K in Q2 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.