Patriot Financial Group Insurance Agency’s JPMorgan Income ETF JPIE Stock Holding History

Patriot Financial Group Insurance Agency’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	$3.17M	Sell	68,755 -72,235	-51%	-$3.32M	0.33%	88
2026 Q1	$6.5M	Buy	140,990 +71,586	+103%	+$3.31M	0.37%	73
2025 Q4	$3.21M	Buy	69,404 +2,423	+4%	+$112K	0.38%	72
2025 Q3	$3.11M	Buy	66,981 +2,115	+3%	+$97.9K	0.4%	61
2025 Q2	$3M	Buy	64,866 +5,866	+10%	+$269K	0.34%	70
2025 Q1	$2.72M	Buy	59,000 +11,056	+23%	+$507K	0.36%	63
2024 Q4	$2.19M	Buy	47,944 +3,684	+8%	+$169K	0.29%	75
2024 Q3	$2.05M	Buy	44,260 +24,326	+122%	+$1.12M	0.28%	85
2024 Q2	$906K	Buy	19,934 +2,552	+15%	+$115K	0.13%	174
2024 Q1	$792K	Buy	17,382 +2,731	+19%	+$124K	0.13%	182
2023 Q4	$668K	Buy	+14,651	New	+$654K	0.13%	197
2022 Q3	–	Sell	-10	Closed	–	–	1219
2022 Q2	$0	Buy	+10	New	+$471	﹤0.01%	2100

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

Patriot Financial Group Insurance Agency's JPIE Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its JPMorgan Income ETF (JPIE) stake by 51% in Q2 2026, selling an estimated $3.32M and leaving 68,755 shares worth $3.17M. The position accounts for 0.33% of the portfolio, ranked #88.

Patriot Financial Group Insurance Agency first reported a position in JPIE in Q2 2022 and has held it in 12 quarters since. The position peaked at $6.5M in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Patriot Financial Group Insurance Agency held 68,755 shares of JPMorgan Income ETF worth $3.17M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 72,235 JPMorgan Income ETF shares in Q2 2026, an estimated $3.32M.
JPMorgan Income ETF made up 0.33% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #88 holding.
Patriot Financial Group Insurance Agency first reported a position in JPMorgan Income ETF in Q2 2022 and has held it in 12 quarters since.
Patriot Financial Group Insurance Agency's JPMorgan Income ETF position peaked at $6.5M in Q1 2026.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.