Rice Partnership’s JPMorgan Income ETF JPIE Stock Holding History

Rice Partnership’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	$30.3K	Buy	+658	New	+$30.5K	﹤0.01%	157

Other funds holding JPIE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rice Partnership's JPIE Position: Q1 2026 in Review

Rice Partnership opened a new position in JPMorgan Income ETF (JPIE) in Q1 2026: 658 shares worth $30.3K. The stake represents ﹤0.01% of the portfolio and ranks #157 among its holdings.

445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Rice Partnership held 658 shares of JPMorgan Income ETF worth $30.3K as of Q1 2026.
JPMorgan Income ETF was a new Rice Partnership position in Q1 2026.
JPMorgan Income ETF made up ﹤0.01% of Rice Partnership's portfolio in Q1 2026, its #157 holding.
445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.