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Prosperity Capital Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Prosperity Capital Advisors’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 		$1.88M Buy
40,799
+29,704
+268% +$1.37M 0.09% 135
2026
Q1 		$511K Buy
+11,095
New +$514K 0.03% 268

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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prosperity Capital Advisors's JPIE Position: Q2 2026 in Review

Prosperity Capital Advisors increased its JPMorgan Income ETF (JPIE) stake by 268% in Q2 2026, buying an estimated $1.37M and bringing the position to 40,799 shares worth $1.88M. The position accounts for 0.09% of the portfolio, ranked #135.

Prosperity Capital Advisors first reported a position in JPIE in Q1 2026 and has held it in 2 quarters since. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Prosperity Capital Advisors held 40,799 shares of JPMorgan Income ETF worth $1.88M as of Q2 2026.
  • Prosperity Capital Advisors bought 29,704 JPMorgan Income ETF shares in Q2 2026, an estimated $1.37M.
  • JPMorgan Income ETF made up 0.09% of Prosperity Capital Advisors's portfolio in Q2 2026, its #135 holding.
  • Prosperity Capital Advisors first reported a position in JPMorgan Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.