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O'Rourke & Company’s JPMorgan Income ETF JPIE Stock Holding History

O'Rourke & Company’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 		$13.2M Buy
286,947
+45,325
+19% +$2.09M 4.61% 3
2026
Q1 		$11.1M Buy
241,622
+47,488
+24% +$2.2M 4.41% 2
2025
Q4 		$8.99M Buy
194,134
+33,154
+21% +$1.54M 3.5% 4
2025
Q3 		$7.47M Buy
160,980
+19,342
+14% +$895K 3.12% 5
2025
Q2 		$6.56M Buy
141,638
+8,256
+6% +$378K 3.06% 6
2025
Q1 		$6.14M Buy
133,382
+14,140
+12% +$649K 3.05% 5
2024
Q4 		$5.44M Buy
119,242
+47,958
+67% +$2.2M 2.67% 9
2024
Q3 		$3.31M Buy
+71,284
New +$3.27M 1.65% 14

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

O'Rourke & Company's JPIE Position: Q2 2026 in Review

O'Rourke & Company increased its JPMorgan Income ETF (JPIE) stake by 19% in Q2 2026, buying an estimated $2.09M and bringing the position to 286,947 shares worth $13.2M. The position accounts for 4.61% of the portfolio, ranked #3.

O'Rourke & Company first reported a position in JPIE in Q3 2024 and has held it in 8 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • O'Rourke & Company held 286,947 shares of JPMorgan Income ETF worth $13.2M as of Q2 2026.
  • O'Rourke & Company bought 45,325 JPMorgan Income ETF shares in Q2 2026, an estimated $2.09M.
  • JPMorgan Income ETF made up 4.61% of O'Rourke & Company's portfolio in Q2 2026, its #3 holding.
  • O'Rourke & Company first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.