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Regal Investment Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Regal Investment 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
Q1 		$2.45M Buy
53,252
+5,491
+11% +$254K 0.14% 174
2025
Q4 		$2.21M Buy
47,761
+6,472
+16% +$300K 0.13% 176
2025
Q3 		$1.92M Buy
41,289
+8,503
+26% +$394K 0.12% 183
2025
Q2 		$1.52M Buy
32,786
+981
+3% +$44.9K 0.11% 185
2025
Q1 		$1.47M Buy
31,805
+17,498
+122% +$803K 0.12% 176
2024
Q4 		$653K Buy
+14,307
New +$656K 0.05% 283

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 $374B AUM 17.66% 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

Regal Investment Advisors's JPIE Position: Q1 2026 in Review

Regal Investment Advisors increased its JPMorgan Income ETF (JPIE) stake by 11% in Q1 2026, buying an estimated $254K and bringing the position to 53,252 shares worth $2.45M. The position accounts for 0.14% of the portfolio, ranked #174.

Regal Investment Advisors 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.

  • Regal Investment Advisors held 53,252 shares of JPMorgan Income ETF worth $2.45M as of Q1 2026.
  • Regal Investment Advisors bought 5,491 JPMorgan Income ETF shares in Q1 2026, an estimated $254K.
  • JPMorgan Income ETF made up 0.14% of Regal Investment Advisors's portfolio in Q1 2026, its #174 holding.
  • Regal Investment Advisors 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 Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.