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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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 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. 230 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.
  • 230 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.