Raymond James Financial
JPIE icon

Raymond James Financial’s JPMorgan Income ETF JPIE Stock Holding History

Raymond James Financial’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 		$92.7M Buy
2,013,557
+277,905
+16% +$12.8M 0.03% 606
2026
Q1 		$80M Buy
1,735,652
+266,528
+18% +$12.3M 0.02% 604
2025
Q4 		$68M Buy
1,469,124
+584,808
+66% +$27.1M 0.02% 670
2025
Q3 		$41M Buy
884,316
+173,407
+24% +$8.03M 0.01% 920
2025
Q2 		$32.9M Buy
710,909
+123,935
+21% +$5.68M 0.01% 1028
2025
Q1 		$27M Buy
586,974
+130,511
+29% +$5.99M 0.01% 1087
2024
Q4 		$20.8M Buy
+456,463
New +$20.9M 0.01% 1283

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

Raymond James Financial's JPIE Position: Q2 2026 in Review

Raymond James Financial increased its JPMorgan Income ETF (JPIE) stake by 16% in Q2 2026, buying an estimated $12.8M and bringing the position to 2,013,557 shares worth $92.7M. The position accounts for 0.03% of the portfolio, ranked #606.

Raymond James Financial first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Raymond James Financial held 2,013,557 shares of JPMorgan Income ETF worth $92.7M as of Q2 2026.
  • Raymond James Financial bought 277,905 JPMorgan Income ETF shares in Q2 2026, an estimated $12.8M.
  • JPMorgan Income ETF made up 0.03% of Raymond James Financial's portfolio in Q2 2026, its #606 holding.
  • Raymond James Financial first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.