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Paladin Advisory Group’s JPMorgan Income ETF JPIE Stock Holding History

Paladin Advisory 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 		$3.71M Buy
80,632
+229
+0.3% +$10.5K 2.47% 12
2026
Q1 		$3.7M Sell
80,403
-12,684
-14% -$587K 2.82% 10
2025
Q4 		$4.31M Buy
93,087
+6,381
+7% +$296K 3.15% 9
2025
Q3 		$4.02M Buy
86,706
+9,634
+13% +$446K 3.14% 9
2025
Q2 		$3.57M Sell
77,072
-1,049
-1% -$48.1K 2.73% 10
2025
Q1 		$3.6M Sell
78,121
-1,127
-1% -$51.7K 2.88% 9
2024
Q4 		$3.62M Sell
79,248
-3,296
-4% -$151K 2.77% 9
2024
Q3 		$3.83M Sell
82,544
-373
-0.4% -$17.1K 2.82% 9
2024
Q2 		$3.74M Buy
82,917
+2,998
+4% +$136K 2.92% 7
2024
Q1 		$3.61M Buy
79,919
+1,444
+2% +$65.6K 2.86% 8
2023
Q4 		$3.58M Buy
78,475
+4,058
+5% +$181K 2.95% 9
2023
Q3 		$3.3M Sell
74,417
-1,584
-2% -$71K 2.78% 8
2023
Q2 		$3.44M Buy
76,001
+2,146
+3% +$97.7K 2.75% 8
2023
Q1 		$3.38M Buy
+73,855
New +$3.37M 2.81% 7
2022
Q2 		– Sell
-18,526
Closed -$872K – 404
2022
Q1 		$887K Buy
+18,526
New +$910K 0.72% 39

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

Paladin Advisory Group's JPIE Position: Q2 2026 in Review

Paladin Advisory Group increased its JPMorgan Income ETF (JPIE) stake by 0.28% in Q2 2026, buying an estimated $10.5K and bringing the position to 80,632 shares worth $3.71M. The position accounts for 2.47% of the portfolio, ranked #12.

Paladin Advisory Group first reported a position in JPIE in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.31M in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Paladin Advisory Group held 80,632 shares of JPMorgan Income ETF worth $3.71M as of Q2 2026.
  • Paladin Advisory Group bought 229 JPMorgan Income ETF shares in Q2 2026, an estimated $10.5K.
  • JPMorgan Income ETF made up 2.47% of Paladin Advisory Group's portfolio in Q2 2026, its #12 holding.
  • Paladin Advisory Group first reported a position in JPMorgan Income ETF in Q1 2022 and has held it in 15 quarters since.
  • Paladin Advisory Group's JPMorgan Income ETF position peaked at $4.31M in Q4 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.