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Savant Capital’s JPMorgan Income ETF JPIE Stock Holding History

Savant Capital’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 		$286M Sell
6,215,784
-215,610
-3% -$9.92M 0.84% 22
2026
Q1 		$296M Buy
6,431,394
+2,898,914
+82% +$134M 1.43% 16
2025
Q4 		$164M Buy
3,532,480
+7,636
+0.2% +$354K 0.93% 20
2025
Q3 		$164M Buy
3,524,844
+327,201
+10% +$15.1M 0.99% 20
2025
Q2 		$148M Buy
3,197,643
+709,769
+29% +$32.5M 1.06% 19
2025
Q1 		$115M Buy
2,487,874
+566,244
+29% +$26M 0.97% 21
2024
Q4 		$87.7M Buy
1,921,630
+540,676
+39% +$24.8M 0.69% 28
2024
Q3 		$64.1M Buy
1,380,954
+540,935
+64% +$24.8M 0.53% 33
2024
Q2 		$38.2M Buy
840,019
+351,055
+72% +$15.9M 0.38% 50
2024
Q1 		$22.3M Buy
488,964
+308,829
+171% +$14M 0.26% 70
2023
Q4 		$8.22M Buy
180,135
+156,709
+669% +$6.99M 0.11% 134
2023
Q3 		$1.04M Buy
+23,426
New +$1.05M 0.02% 376

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Savant Capital's JPIE Position: Q2 2026 in Review

Savant Capital reduced its JPMorgan Income ETF (JPIE) stake by 3.4% in Q2 2026, selling an estimated $9.92M and leaving 6,215,784 shares worth $286M. The position accounts for 0.84% of the portfolio, ranked #22.

Savant Capital first reported a position in JPIE in Q3 2023 and has held it in 12 quarters since. The position peaked at $296M in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Savant Capital held 6,215,784 shares of JPMorgan Income ETF worth $286M as of Q2 2026.
  • Savant Capital sold 215,610 JPMorgan Income ETF shares in Q2 2026, an estimated $9.92M.
  • JPMorgan Income ETF made up 0.84% of Savant Capital's portfolio in Q2 2026, its #22 holding.
  • Savant Capital first reported a position in JPMorgan Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Savant Capital's JPMorgan Income ETF position peaked at $296M in Q1 2026.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.