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JPIE icon

&Partners’s JPMorgan Income ETF JPIE Stock Holding History

&Partners’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
Q1 		$2.77M Buy
60,157
+14,864
+33% +$688K 0.01% 767
2025
Q4 		$2.1M Buy
45,293
+14,186
+46% +$657K 0.01% 831
2025
Q3 		$1.44M Buy
31,107
+8,192
+36% +$379K 0.01% 913
2025
Q2 		$1.12M Sell
22,915
-12,917
-36% -$592K 0.01% 933
2025
Q1 		$1.66M Buy
35,832
+31,139
+664% +$1.43M 0.02% 614
2024
Q4 		$214K Buy
+4,693
New +$215K ﹤0.01% 1507

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

&Partners's JPIE Position: Q1 2026 in Review

&Partners increased its JPMorgan Income ETF (JPIE) stake by 33% in Q1 2026, buying an estimated $688K and bringing the position to 60,157 shares worth $2.77M. The position accounts for 0.01% of the portfolio, ranked #767.

&Partners first reported a position in JPIE in Q4 2024 and has held it in 6 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • &Partners held 60,157 shares of JPMorgan Income ETF worth $2.77M as of Q1 2026.
  • &Partners bought 14,864 JPMorgan Income ETF shares in Q1 2026, an estimated $688K.
  • JPMorgan Income ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #767 holding.
  • &Partners first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.