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Novem Group’s JPMorgan Income ETF JPIE Stock Holding History

Novem Group’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 		$1.03M Buy
22,293
+12,370
+125% +$569K 0.1% 185
2026
Q1 		$457K Buy
9,923
+1,216
+14% +$56.3K 0.05% 282
2025
Q4 		$403K Buy
8,707
+4,341
+99% +$201K 0.05% 297
2025
Q3 		$203K Sell
4,366
-145
-3% -$6.71K 0.02% 399
2025
Q2 		$209K Buy
+4,511
New +$207K 0.03% 375

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

Novem Group's JPIE Position: Q2 2026 in Review

Novem Group increased its JPMorgan Income ETF (JPIE) stake by 125% in Q2 2026, buying an estimated $569K and bringing the position to 22,293 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #185.

Novem Group first reported a position in JPIE in Q2 2025 and has held it in 5 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Novem Group held 22,293 shares of JPMorgan Income ETF worth $1.03M as of Q2 2026.
  • Novem Group bought 12,370 JPMorgan Income ETF shares in Q2 2026, an estimated $569K.
  • JPMorgan Income ETF made up 0.1% of Novem Group's portfolio in Q2 2026, its #185 holding.
  • Novem Group first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.