PKS Advisory Services’s JPMorgan Income ETF JPIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$531K Buy
11,525
+2,360
+26% +$109K 0.08% 214
2026
Q1
$422K Buy
9,165
+335
+4% +$15.5K 0.1% 175
2025
Q4
$409K Buy
8,830
+644
+8% +$29.8K 0.09% 173
2025
Q3
$380K Buy
8,186
+1,020
+14% +$47.2K 0.08% 175
2025
Q2
$332K Buy
7,166
+1,360
+23% +$62.3K 0.08% 183
2025
Q1
$267K Buy
+5,806
New +$266K 0.07% 202

Other funds holding JPIE

PKS Advisory Services's JPIE Position: Q2 2026 in Review

PKS Advisory Services increased its JPMorgan Income ETF (JPIE) stake by 26% in Q2 2026, buying an estimated $109K and bringing the position to 11,525 shares worth $531K. The position accounts for 0.08% of the portfolio, ranked #214.

PKS Advisory Services first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • PKS Advisory Services held 11,525 shares of JPMorgan Income ETF worth $531K as of Q2 2026.
  • PKS Advisory Services bought 2,360 JPMorgan Income ETF shares in Q2 2026, an estimated $109K.
  • JPMorgan Income ETF made up 0.08% of PKS Advisory Services's portfolio in Q2 2026, its #214 holding.
  • PKS Advisory Services first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.