NFP Retirement Inc’s JPMorgan Income ETF JPIE Stock Holding History

NFP Retirement Inc’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	$371K	Sell	8,050 -2,750	-25%	-$127K	0.02%	238
2026 Q1	$498K	Sell	10,800 -1,000	-8%	-$46.3K	0.03%	196
2025 Q4	$546K	Hold	11,800	–	–	0.03%	186
2025 Q3	$548K	Hold	11,800	–	–	0.04%	186
2025 Q2	$547K	Hold	11,800	–	–	0.04%	191
2025 Q1	$544K	Buy	11,800 +2,100	+22%	+$96.4K	0.04%	175
2024 Q4	$443K	Buy	9,700 +3,000	+45%	+$138K	0.03%	198
2024 Q3	$311K	Hold	6,700	–	–	0.03%	230
2024 Q2	$305K	Hold	6,700	–	–	0.03%	227
2024 Q1	$305K	Buy	+6,700	New	+$304K	0.03%	224

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

NFP Retirement Inc's JPIE Position: Q2 2026 in Review

NFP Retirement Inc reduced its JPMorgan Income ETF (JPIE) stake by 25% in Q2 2026, selling an estimated $127K and leaving 8,050 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #238.

NFP Retirement Inc first reported a position in JPIE in Q1 2024 and has held it in 10 quarters since. The position peaked at $548K in Q3 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

NFP Retirement Inc held 8,050 shares of JPMorgan Income ETF worth $371K as of Q2 2026.
NFP Retirement Inc sold 2,750 JPMorgan Income ETF shares in Q2 2026, an estimated $127K.
JPMorgan Income ETF made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #238 holding.
NFP Retirement Inc first reported a position in JPMorgan Income ETF in Q1 2024 and has held it in 10 quarters since.
NFP Retirement Inc's JPMorgan Income ETF position peaked at $548K in Q3 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.