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 Q2	–	Sell	-658	Closed	-$30.3K	–	184
2026 Q1	$30.3K	Buy	+658	New	+$30.5K	﹤0.01%	157

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rice Partnership's JPIE Position: Q2 2026 in Review

Rice Partnership sold out of JPMorgan Income ETF (JPIE) in Q2 2026, closing a stake of 658 shares — an estimated $30.3K sold.

Rice Partnership first reported a position in JPIE in Q1 2026 and held it in 1 quarter. The position peaked at $30.3K in Q1 2026. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Rice Partnership reported no remaining JPMorgan Income ETF position as of Q2 2026 after selling out during the quarter.
Rice Partnership sold 658 JPMorgan Income ETF shares in Q2 2026, an estimated $30.3K.
Rice Partnership first reported a position in JPMorgan Income ETF in Q1 2026 and held it in 1 quarter.
Rice Partnership's JPMorgan Income ETF position peaked at $30.3K in Q1 2026.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.