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OneDigital Investment Advisors’s JPMorgan Income ETF JPIE Stock Holding History

OneDigital Investment Advisors’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 		$236K Buy
5,125
+446
+10% +$20.5K ﹤0.01% 1428
2026
Q1 		$216K Buy
4,679
+200
+4% +$9.26K ﹤0.01% 1369
2025
Q4 		$207K Sell
4,479
-547
-11% -$25.3K ﹤0.01% 1429
2025
Q3 		$233K Sell
5,026
-115
-2% -$5.32K ﹤0.01% 1344
2025
Q2 		$238K Buy
+5,141
New +$236K ﹤0.01% 1299

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

OneDigital Investment Advisors's JPIE Position: Q2 2026 in Review

OneDigital Investment Advisors increased its JPMorgan Income ETF (JPIE) stake by 9.5% in Q2 2026, buying an estimated $20.5K and bringing the position to 5,125 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

OneDigital Investment Advisors first reported a position in JPIE in Q2 2025 and has held it in 5 quarters since. The position peaked at $238K in Q2 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • OneDigital Investment Advisors held 5,125 shares of JPMorgan Income ETF worth $236K as of Q2 2026.
  • OneDigital Investment Advisors bought 446 JPMorgan Income ETF shares in Q2 2026, an estimated $20.5K.
  • JPMorgan Income ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1428 holding.
  • OneDigital Investment Advisors first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 5 quarters since.
  • OneDigital Investment Advisors's JPMorgan Income ETF position peaked at $238K in Q2 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.