RMF
JPIE icon

Red Mountain Financial’s JPMorgan Income ETF JPIE Stock Holding History

Red Mountain 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 		$5.59M Buy
121,297
+3,631
+3% +$167K 4.69% 3
2026
Q1 		$5.42M Buy
117,666
+2,934
+3% +$136K 5.11% 2
2025
Q4 		$5.31M Buy
114,732
+4,016
+4% +$186K 5.21% 3
2025
Q3 		$5.14M Buy
110,716
+1,789
+2% +$82.8K 5.22% 3
2025
Q2 		$5.05M Buy
108,927
+6,827
+7% +$313K 5.6% 2
2025
Q1 		$4.7M Buy
102,100
+5,986
+6% +$275K 5.73% 3
2024
Q4 		$4.38M Buy
96,114
+6,744
+8% +$309K 4.71% 4
2024
Q3 		$4.15M Buy
89,370
+8,692
+11% +$399K 4.41% 5
2024
Q2 		$3.67M Buy
+80,678
New +$3.65M 4.42% 5
2023
Q4 		$3.14M Buy
+68,833
New +$3.07M 4.85% 5

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

Red Mountain Financial's JPIE Position: Q2 2026 in Review

Red Mountain Financial increased its JPMorgan Income ETF (JPIE) stake by 3.1% in Q2 2026, buying an estimated $167K and bringing the position to 121,297 shares worth $5.59M. The position accounts for 4.69% of the portfolio, ranked #3.

Red Mountain Financial first reported a position in JPIE in Q4 2023 and has held it in 10 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Red Mountain Financial held 121,297 shares of JPMorgan Income ETF worth $5.59M as of Q2 2026.
  • Red Mountain Financial bought 3,631 JPMorgan Income ETF shares in Q2 2026, an estimated $167K.
  • JPMorgan Income ETF made up 4.69% of Red Mountain Financial's portfolio in Q2 2026, its #3 holding.
  • Red Mountain Financial first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.