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Rossby Financial’s JPMorgan Income ETF JPIE Stock Holding History

Rossby 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 		$4.93K Hold
107
– – ﹤0.01% 1442
2026
Q1 		$4.91K Hold
107
– – ﹤0.01% 1503
2025
Q4 		$4.95K Hold
107
– – ﹤0.01% 1104
2025
Q3 		$4.95K Hold
107
– – ﹤0.01% 979
2025
Q2 		$4.96K Hold
107
– – ﹤0.01% 905
2025
Q1 		$4.92K Buy
+107
New +$4.91K ﹤0.01% 808

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

Rossby Financial's JPIE Position: Q2 2026 in Review

Rossby Financial held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 107 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Rossby Financial first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.96K in Q2 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Rossby Financial held 107 shares of JPMorgan Income ETF worth $4.93K as of Q2 2026.
  • Rossby Financial left its JPMorgan Income ETF share count unchanged in Q2 2026.
  • JPMorgan Income ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1442 holding.
  • Rossby Financial first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's JPMorgan Income ETF position peaked at $4.96K in Q2 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.