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NorthRock Partners’s JPMorgan Income ETF JPIE Stock Holding History

NorthRock Partners’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 		$1.09M Buy
23,596
+8,416
+55% +$387K 0.02% 291
2026
Q1 		$699K Buy
15,180
+326
+2% +$15.1K 0.01% 363
2025
Q4 		$688K Buy
14,854
+244
+2% +$11.3K 0.01% 322
2025
Q3 		$678K Hold
14,610
– – 0.01% 441
2025
Q2 		$677K Sell
14,610
-246
-2% -$11.3K 0.02% 328
2025
Q1 		$684K Buy
14,856
+12,525
+537% +$575K 0.02% 281
2024
Q4 		$107K Hold
2,331
– – ﹤0.01% 610
2024
Q3 		$108K Hold
2,331
– – ﹤0.01% 648
2024
Q2 		$106K Buy
+2,331
New +$105K ﹤0.01% 615

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 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

NorthRock Partners's JPIE Position: Q2 2026 in Review

NorthRock Partners increased its JPMorgan Income ETF (JPIE) stake by 55% in Q2 2026, buying an estimated $387K and bringing the position to 23,596 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #291.

NorthRock Partners first reported a position in JPIE in Q2 2024 and has held it in 9 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • NorthRock Partners held 23,596 shares of JPMorgan Income ETF worth $1.09M as of Q2 2026.
  • NorthRock Partners bought 8,416 JPMorgan Income ETF shares in Q2 2026, an estimated $387K.
  • JPMorgan Income ETF made up 0.02% of NorthRock Partners's portfolio in Q2 2026, its #291 holding.
  • NorthRock Partners first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.