Safeguard Investment Advisory Group’s JPMorgan Income ETF JPIE Stock Holding History

Safeguard Investment Advisory 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	$668K	Buy	+14,507	New	+$668K	0.15%	69

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

Safeguard Investment Advisory Group's JPIE Position: Q2 2026 in Review

Safeguard Investment Advisory Group opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 14,507 shares worth $668K. The stake represents 0.15% of the portfolio and ranks #69 among its holdings.

475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Safeguard Investment Advisory Group held 14,507 shares of JPMorgan Income ETF worth $668K as of Q2 2026.
JPMorgan Income ETF was a new Safeguard Investment Advisory Group position in Q2 2026.
JPMorgan Income ETF made up 0.15% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #69 holding.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.