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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
Q2 		$4.64M Buy
96,560
+36,403
+61% +$1.68M 0.02% 626
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 $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

&Partners's JPIE Position: Q2 2026 in Review

&Partners increased its JPMorgan Income ETF (JPIE) stake by 61% in Q2 2026, buying an estimated $1.68M and bringing the position to 96,560 shares worth $4.64M. The position accounts for 0.02% of the portfolio, ranked #626.

&Partners first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • &Partners held 96,560 shares of JPMorgan Income ETF worth $4.64M as of Q2 2026.
  • &Partners bought 36,403 JPMorgan Income ETF shares in Q2 2026, an estimated $1.68M.
  • JPMorgan Income ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #626 holding.
  • &Partners first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.