Richard W. Paul & Associates’s JPMorgan Income ETF JPIE Stock Holding History

Richard W. Paul & Associates’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	$11.4M	Buy	247,862 +13,109	+6%	+$603K	3.49%	4
2026 Q1	$10.8M	Buy	234,753 +9,400	+4%	+$435K	3.64%	4
2025 Q4	$10.4M	Buy	225,353 +17,516	+8%	+$811K	3.46%	7
2025 Q3	$9.65M	Buy	207,837 +8,429	+4%	+$390K	3.29%	7
2025 Q2	$9.24M	Buy	199,408 +3,590	+2%	+$164K	3.34%	7
2025 Q1	$9.02M	Buy	195,818 +376	+0.2%	+$17.3K	3.54%	6
2024 Q4	$8.92M	Buy	195,442 +5,665	+3%	+$260K	3.25%	6
2024 Q3	$8.8M	Buy	189,777 +164,879	+662%	+$7.56M	3.16%	6
2024 Q2	$1.13M	Buy	24,898 +5,553	+29%	+$251K	0.44%	53
2024 Q1	$881K	Buy	19,345 +4,274	+28%	+$194K	0.35%	75
2023 Q4	$687K	Buy	15,071 +1,055	+8%	+$47.1K	0.29%	92
2023 Q3	$622K	Buy	14,016 +1,995	+17%	+$89.4K	0.28%	92
2023 Q2	$543K	Buy	+12,021	New	+$547K	0.24%	106

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

Richard W. Paul & Associates's JPIE Position: Q2 2026 in Review

Richard W. Paul & Associates increased its JPMorgan Income ETF (JPIE) stake by 5.6% in Q2 2026, buying an estimated $603K and bringing the position to 247,862 shares worth $11.4M. The position accounts for 3.49% of the portfolio, ranked #4.

Richard W. Paul & Associates first reported a position in JPIE in Q2 2023 and has held it in 13 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Richard W. Paul & Associates held 247,862 shares of JPMorgan Income ETF worth $11.4M as of Q2 2026.
Richard W. Paul & Associates bought 13,109 JPMorgan Income ETF shares in Q2 2026, an estimated $603K.
JPMorgan Income ETF made up 3.49% of Richard W. Paul & Associates's portfolio in Q2 2026, its #4 holding.
Richard W. Paul & Associates first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 13 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.