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Northland Securities’s JPMorgan Income ETF JPIE Stock Holding History

Northland Securities’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 		$18.3M Sell
397,103
-10,236
-3% -$471K 10.65% 2
2026
Q1 		$18.8M Sell
407,339
-8,668
-2% -$401K 17.86% 1
2025
Q4 		$19.3M Buy
+416,007
New +$19.3M 18.46% 1

Other funds holding JPIE

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return

Northland Securities's JPIE Position: Q2 2026 in Review

Northland Securities reduced its JPMorgan Income ETF (JPIE) stake by 2.5% in Q2 2026, selling an estimated $471K and leaving 397,103 shares worth $18.3M. The position accounts for 10.65% of the portfolio, ranked #2.

Northland Securities first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.3M in Q4 2025. 354 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Northland Securities held 397,103 shares of JPMorgan Income ETF worth $18.3M as of Q2 2026.
  • Northland Securities sold 10,236 JPMorgan Income ETF shares in Q2 2026, an estimated $471K.
  • JPMorgan Income ETF made up 10.65% of Northland Securities's portfolio in Q2 2026, its #2 holding.
  • Northland Securities first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Northland Securities's JPMorgan Income ETF position peaked at $19.3M in Q4 2025.
  • 354 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Northland Securities's 13F filing for Q2 2026, filed 4 Aug 2026.