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
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 $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial's JPIE Position: Q1 2026 in Review

Raymond James Financial increased its JPMorgan Income ETF (JPIE) stake by 18% in Q1 2026, buying an estimated $12.3M and bringing the position to 1,735,652 shares worth $80M. The position accounts for 0.02% of the portfolio, ranked #604.

Raymond James Financial first reported a position in JPIE in Q4 2024 and has held it in 6 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Raymond James Financial held 1,735,652 shares of JPMorgan Income ETF worth $80M as of Q1 2026.
  • Raymond James Financial bought 266,528 JPMorgan Income ETF shares in Q1 2026, an estimated $12.3M.
  • JPMorgan Income ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #604 holding.
  • Raymond James Financial first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.