Parallel Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Parallel 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	$929K	Sell	20,176 -312	-2%	-$14.4K	0.01%	542
2026 Q1	$944K	Sell	20,488 -2,411	-11%	-$112K	0.02%	498
2025 Q4	$1.06M	Sell	22,899 -2,520	-10%	-$117K	0.02%	425
2025 Q3	$1.18M	Sell	25,419 -1,061	-4%	-$49.1K	0.02%	386
2025 Q2	$1.23M	Buy	+26,480	New	+$1.21M	0.02%	365
2023 Q3	–	Sell	-86	Closed	-$3.89K	–	3433
2023 Q2	$3.89K	Buy	+86	New	+$3.92K	﹤0.01%	2527

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Parallel Advisors's JPIE Position: Q2 2026 in Review

Parallel Advisors reduced its JPMorgan Income ETF (JPIE) stake by 1.5% in Q2 2026, selling an estimated $14.4K and leaving 20,176 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #542.

Parallel Advisors first reported a position in JPIE in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.23M in Q2 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Parallel Advisors held 20,176 shares of JPMorgan Income ETF worth $929K as of Q2 2026.
Parallel Advisors sold 312 JPMorgan Income ETF shares in Q2 2026, an estimated $14.4K.
JPMorgan Income ETF made up 0.01% of Parallel Advisors's portfolio in Q2 2026, its #542 holding.
Parallel Advisors first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 6 quarters since.
Parallel Advisors's JPMorgan Income ETF position peaked at $1.23M in Q2 2025.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.