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Park Avenue Securities’s JPMorgan Income ETF JPIE Stock Holding History

Park Avenue Securities’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 		$14.9M Buy
322,942
+27,111
+9% +$1.25M 0.09% 174
2026
Q1 		$13.6M Buy
295,831
+271,484
+1,115% +$12.6M 0.11% 145
2025
Q4 		$1.13M Buy
+24,347
New +$1.13M 0.01% 757

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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Park Avenue Securities's JPIE Position: Q2 2026 in Review

Park Avenue Securities increased its JPMorgan Income ETF (JPIE) stake by 9.2% in Q2 2026, buying an estimated $1.25M and bringing the position to 322,942 shares worth $14.9M. The position accounts for 0.09% of the portfolio, ranked #174.

Park Avenue Securities first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Park Avenue Securities held 322,942 shares of JPMorgan Income ETF worth $14.9M as of Q2 2026.
  • Park Avenue Securities bought 27,111 JPMorgan Income ETF shares in Q2 2026, an estimated $1.25M.
  • JPMorgan Income ETF made up 0.09% of Park Avenue Securities's portfolio in Q2 2026, its #174 holding.
  • Park Avenue Securities first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.