Prospera Financial Services’s JPMorgan Income ETF JPIE Stock Holding History

Prospera Financial Services’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	$2.8M	Sell	60,770 -7,705	-11%	-$355K	0.04%	422
2026 Q1	$3.15M	Buy	68,475 +59,300	+646%	+$2.75M	0.05%	378
2025 Q4	$425K	Sell	9,175 -153,307	-94%	-$7.1M	0.01%	992
2025 Q3	$7.54M	Buy	162,482 +7,339	+5%	+$340K	0.13%	169
2025 Q2	$7.19M	Buy	155,143 +1,487	+1%	+$68.1K	0.13%	166
2025 Q1	$7.08M	Buy	153,656 +8,084	+6%	+$371K	0.16%	139
2024 Q4	$6.64M	Buy	145,572 +65,629	+82%	+$3.01M	0.15%	148
2024 Q3	$3.71M	Buy	79,943 +74,474	+1,362%	+$3.42M	0.09%	238
2024 Q2	$249K	Buy	+5,469	New	+$247K	0.01%	988

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prospera Financial Services's JPIE Position: Q2 2026 in Review

Prospera Financial Services reduced its JPMorgan Income ETF (JPIE) stake by 11% in Q2 2026, selling an estimated $355K and leaving 60,770 shares worth $2.8M. The position accounts for 0.04% of the portfolio, ranked #422.

Prospera Financial Services first reported a position in JPIE in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.54M in Q3 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Prospera Financial Services held 60,770 shares of JPMorgan Income ETF worth $2.8M as of Q2 2026.
Prospera Financial Services sold 7,705 JPMorgan Income ETF shares in Q2 2026, an estimated $355K.
JPMorgan Income ETF made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #422 holding.
Prospera Financial Services first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 9 quarters since.
Prospera Financial Services's JPMorgan Income ETF position peaked at $7.54M in Q3 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.