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Principal Securities’s JPMorgan Income ETF JPIE Stock Holding History

Principal Securities’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 		$778K Buy
16,901
+460
+3% +$21.2K 0.01% 880
2026
Q1 		$757K Buy
16,441
+6,705
+69% +$310K 0.01% 817
2025
Q4 		$451K Buy
9,736
+7,808
+405% +$362K 0.01% 974
2025
Q3 		$89.5K Buy
1,928
+492
+34% +$22.8K ﹤0.01% 1642
2025
Q2 		$66.5K Buy
1,436
+1,336
+1,336% +$61.2K ﹤0.01% 1736
2025
Q1 		$4.56K Hold
100
– – ﹤0.01% 2805
2024
Q4 		$4.56K Hold
100
– – ﹤0.01% 2802
2024
Q3 		$4.64K Hold
100
– – ﹤0.01% 2699
2024
Q2 		$4.55K Buy
+100
New +$4.52K ﹤0.01% 2673

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

Principal Securities's JPIE Position: Q2 2026 in Review

Principal Securities increased its JPMorgan Income ETF (JPIE) stake by 2.8% in Q2 2026, buying an estimated $21.2K and bringing the position to 16,901 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #880.

Principal Securities first reported a position in JPIE in Q2 2024 and has held it in 9 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Principal Securities held 16,901 shares of JPMorgan Income ETF worth $778K as of Q2 2026.
  • Principal Securities bought 460 JPMorgan Income ETF shares in Q2 2026, an estimated $21.2K.
  • JPMorgan Income ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #880 holding.
  • Principal Securities first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.