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S Harris Financial Group’s JPMorgan Income ETF JPIE Stock Holding History

S Harris Financial Group’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 		$10.1M Buy
219,612
+17,260
+9% +$794K 7.84% 3
2026
Q1 		$9.32M Buy
202,352
+10,016
+5% +$464K 8.5% 3
2025
Q4 		$8.9M Buy
+192,336
New +$8.91M 8.53% 3

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 Harris Financial Group's JPIE Position: Q2 2026 in Review

S Harris Financial Group increased its JPMorgan Income ETF (JPIE) stake by 8.5% in Q2 2026, buying an estimated $794K and bringing the position to 219,612 shares worth $10.1M. The position accounts for 7.84% of the portfolio, ranked #3.

S Harris Financial Group first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. 473 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • S Harris Financial Group held 219,612 shares of JPMorgan Income ETF worth $10.1M as of Q2 2026.
  • S Harris Financial Group bought 17,260 JPMorgan Income ETF shares in Q2 2026, an estimated $794K.
  • JPMorgan Income ETF made up 7.84% of S Harris Financial Group's portfolio in Q2 2026, its #3 holding.
  • S Harris Financial Group first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 473 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.