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PFG Investments’s JPMorgan Income ETF JPIE Stock Holding History

PFG Investments’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 		$2.15M Buy
46,752
+1,154
+3% +$53.1K 0.08% 207
2026
Q1 		$2.1M Sell
45,598
-15,832
-26% -$733K 0.1% 182
2025
Q4 		$2.84M Buy
61,430
+3,546
+6% +$164K 0.13% 136
2025
Q3 		$2.69M Buy
57,884
+26,307
+83% +$1.22M 0.14% 136
2025
Q2 		$1.46M Buy
31,577
+6,511
+26% +$298K 0.09% 220
2025
Q1 		$1.15M Buy
25,066
+2,118
+9% +$97.2K 0.07% 265
2024
Q4 		$1.05M Buy
22,948
+449
+2% +$20.6K 0.07% 284
2024
Q3 		$1.04M Buy
+22,499
New +$1.03M 0.07% 294

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

PFG Investments's JPIE Position: Q2 2026 in Review

PFG Investments increased its JPMorgan Income ETF (JPIE) stake by 2.5% in Q2 2026, buying an estimated $53.1K and bringing the position to 46,752 shares worth $2.15M. The position accounts for 0.08% of the portfolio, ranked #207.

PFG Investments first reported a position in JPIE in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.84M in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • PFG Investments held 46,752 shares of JPMorgan Income ETF worth $2.15M as of Q2 2026.
  • PFG Investments bought 1,154 JPMorgan Income ETF shares in Q2 2026, an estimated $53.1K.
  • JPMorgan Income ETF made up 0.08% of PFG Investments's portfolio in Q2 2026, its #207 holding.
  • PFG Investments first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 8 quarters since.
  • PFG Investments's JPMorgan Income ETF position peaked at $2.84M in Q4 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.