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JPIE icon

NewEdge Advisors’s JPMorgan Income ETF JPIE Stock Holding History

NewEdge Advisors’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 		$12.3M Buy
267,010
+136
+0.1% +$6.26K 0.04% 434
2026
Q1 		$12.3M Buy
266,874
+54,424
+26% +$2.52M 0.04% 401
2025
Q4 		$9.83M Sell
212,450
-11,989
-5% -$555K 0.04% 433
2025
Q3 		$10.4M Buy
224,439
+74,450
+50% +$3.45M 0.05% 386
2025
Q2 		$6.95M Buy
149,989
+18,298
+14% +$838K 0.04% 461
2025
Q1 		$6.07M Buy
131,691
+12,769
+11% +$586K 0.04% 445
2024
Q4 		$5.43M Buy
118,922
+12,537
+12% +$575K 0.03% 474
2024
Q3 		$4.94M Buy
106,385
+100,575
+1,731% +$4.61M 0.03% 477
2024
Q2 		$264K Sell
5,810
-16
-0.3% -$723 ﹤0.01% 1784
2024
Q1 		$265K Buy
5,826
+1,012
+21% +$46K ﹤0.01% 1699
2023
Q4 		$220K Sell
4,814
-2,307
-32% -$103K ﹤0.01% 1674
2023
Q3 		$316K Buy
7,121
+329
+5% +$14.7K ﹤0.01% 1402
2023
Q2 		$307K Buy
+6,792
New +$309K ﹤0.01% 1443
2023
Q1 		– Sell
-1,425
Closed -$64.3K – 3805
2022
Q4 		$64.3K Buy
+1,425
New +$63.8K ﹤0.01% 1616

Other funds holding JPIE

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

NewEdge Advisors's JPIE Position: Q2 2026 in Review

NewEdge Advisors increased its JPMorgan Income ETF (JPIE) stake by 0.05% in Q2 2026, buying an estimated $6.26K and bringing the position to 267,010 shares worth $12.3M. The position accounts for 0.04% of the portfolio, ranked #434.

NewEdge Advisors first reported a position in JPIE in Q4 2022 and has held it in 14 quarters since. 406 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • NewEdge Advisors held 267,010 shares of JPMorgan Income ETF worth $12.3M as of Q2 2026.
  • NewEdge Advisors bought 136 JPMorgan Income ETF shares in Q2 2026, an estimated $6.26K.
  • JPMorgan Income ETF made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #434 holding.
  • NewEdge Advisors first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 406 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.