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Private Advisor Group’s JPMorgan Income ETF JPIE Stock Holding History

Private Advisor Group’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 		$3.12M Sell
67,764
-362,432
-84% -$16.7M 0.01% 830
2026
Q1 		$19.8M Buy
430,196
+48,983
+13% +$2.27M 0.09% 226
2025
Q4 		$17.6M Buy
381,213
+42,211
+12% +$1.96M 0.08% 253
2025
Q3 		$15.7M Buy
339,002
+43,851
+15% +$2.03M 0.08% 256
2025
Q2 		$13.7M Buy
295,151
+26,797
+10% +$1.23M 0.07% 283
2025
Q1 		$12.4M Buy
268,354
+20,777
+8% +$953K 0.07% 278
2024
Q4 		$11.3M Buy
247,577
+35,968
+17% +$1.65M 0.06% 299
2024
Q3 		$9.82M Buy
211,609
+10,419
+5% +$478K 0.06% 322
2024
Q2 		$9.15M Sell
201,190
-6,963
-3% -$315K 0.06% 301
2024
Q1 		$9.48M Buy
208,153
+24,306
+13% +$1.1M 0.07% 277
2023
Q4 		$8.39M Buy
183,847
+111,695
+155% +$4.98M 0.07% 288
2023
Q3 		$3.2M Buy
72,152
+23,503
+48% +$1.05M 0.03% 541
2023
Q2 		$2.2M Buy
48,649
+3,191
+7% +$145K 0.02% 686
2023
Q1 		$2.08M Buy
45,458
+35,169
+342% +$1.6M 0.02% 662
2022
Q4 		$464K Buy
+10,289
New +$461K 0.02% 594

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

Private Advisor Group's JPIE Position: Q2 2026 in Review

Private Advisor Group reduced its JPMorgan Income ETF (JPIE) stake by 84% in Q2 2026, selling an estimated $16.7M and leaving 67,764 shares worth $3.12M. The position accounts for 0.01% of the portfolio, ranked #830.

Private Advisor Group first reported a position in JPIE in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.8M in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Private Advisor Group held 67,764 shares of JPMorgan Income ETF worth $3.12M as of Q2 2026.
  • Private Advisor Group sold 362,432 JPMorgan Income ETF shares in Q2 2026, an estimated $16.7M.
  • JPMorgan Income ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #830 holding.
  • Private Advisor Group first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Private Advisor Group's JPMorgan Income ETF position peaked at $19.8M in Q1 2026.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.