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Penney Financial’s JPMorgan Income ETF JPIE Stock Holding History

Penney Financial’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 		$9.76M Buy
211,958
+3,359
+2% +$155K 3.41% 7
2026
Q1 		$9.61M Buy
208,599
+7,283
+4% +$337K 3.69% 6
2025
Q4 		$9.32M Buy
201,316
+22,269
+12% +$1.03M 3.6% 6
2025
Q3 		$8.31M Buy
179,047
+8,502
+5% +$394K 3.72% 7
2025
Q2 		$7.9M Buy
170,545
+164,030
+2,518% +$7.52M 4.02% 6
2025
Q1 		$300K Buy
6,515
+1,030
+19% +$47.3K 0.2% 30
2024
Q4 		$250K Buy
5,485
+710
+15% +$32.6K 0.17% 34
2024
Q3 		$222K Buy
+4,775
New +$219K 0.15% 34

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

Penney Financial's JPIE Position: Q2 2026 in Review

Penney Financial increased its JPMorgan Income ETF (JPIE) stake by 1.6% in Q2 2026, buying an estimated $155K and bringing the position to 211,958 shares worth $9.76M. The position accounts for 3.41% of the portfolio, ranked #7.

Penney Financial first reported a position in JPIE in Q3 2024 and has held it in 8 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Penney Financial held 211,958 shares of JPMorgan Income ETF worth $9.76M as of Q2 2026.
  • Penney Financial bought 3,359 JPMorgan Income ETF shares in Q2 2026, an estimated $155K.
  • JPMorgan Income ETF made up 3.41% of Penney Financial's portfolio in Q2 2026, its #7 holding.
  • Penney Financial first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.