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S&A Financial Services’s JPMorgan Income ETF JPIE Stock Holding History

S&A Financial Services’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 		$2.33M Buy
50,490
+14,810
+42% +$682K 1.42% 20
2026
Q1 		$1.64M Buy
+35,680
New +$1.65M 1.13% 27

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

S&A Financial Services's JPIE Position: Q2 2026 in Review

S&A Financial Services increased its JPMorgan Income ETF (JPIE) stake by 42% in Q2 2026, buying an estimated $682K and bringing the position to 50,490 shares worth $2.33M. The position accounts for 1.42% of the portfolio, ranked #20.

S&A Financial Services first reported a position in JPIE in Q1 2026 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • S&A Financial Services held 50,490 shares of JPMorgan Income ETF worth $2.33M as of Q2 2026.
  • S&A Financial Services bought 14,810 JPMorgan Income ETF shares in Q2 2026, an estimated $682K.
  • JPMorgan Income ETF made up 1.42% of S&A Financial Services's portfolio in Q2 2026, its #20 holding.
  • S&A Financial Services first reported a position in JPMorgan Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.