NewEdge Wealth’s JPMorgan Income ETF JPIE Stock Holding History

NewEdge Wealth’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	$22.8M	Sell	495,830 -71,223	-13%	-$3.28M	0.23%	91
2026 Q1	$26.1M	Buy	567,053 +32,638	+6%	+$1.51M	0.31%	76
2025 Q4	$24.7M	Buy	534,415 +3,303	+0.6%	+$153K	0.28%	79
2025 Q3	$24.5M	Buy	531,112 +19,014	+4%	+$880K	0.35%	67
2025 Q2	$23.7M	Buy	512,098 +212,645	+71%	+$9.74M	0.37%	63
2025 Q1	$13.8M	Sell	299,453 -8,306	-3%	-$381K	0.25%	89
2024 Q4	$14M	Buy	307,759 +5,599	+2%	+$257K	0.24%	100
2024 Q3	$14M	Buy	+302,160	New	+$13.9M	0.25%	94
2024 Q1	–	Sell	-11,650	Closed	-$531K	–	828
2023 Q4	$531K	Buy	+11,650	New	+$520K	0.01%	502

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

NewEdge Wealth's JPIE Position: Q2 2026 in Review

NewEdge Wealth reduced its JPMorgan Income ETF (JPIE) stake by 13% in Q2 2026, selling an estimated $3.28M and leaving 495,830 shares worth $22.8M. The position accounts for 0.23% of the portfolio, ranked #91.

NewEdge Wealth first reported a position in JPIE in Q4 2023 and has held it in 9 quarters since. The position peaked at $26.1M in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

NewEdge Wealth held 495,830 shares of JPMorgan Income ETF worth $22.8M as of Q2 2026.
NewEdge Wealth sold 71,223 JPMorgan Income ETF shares in Q2 2026, an estimated $3.28M.
JPMorgan Income ETF made up 0.23% of NewEdge Wealth's portfolio in Q2 2026, its #91 holding.
NewEdge Wealth first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 9 quarters since.
NewEdge Wealth's JPMorgan Income ETF position peaked at $26.1M in Q1 2026.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.