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Savvy Advisors Inc’s JPMorgan Income ETF JPIE Stock Holding History

Savvy Advisors Inc’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 		$3.92M Buy
85,130
+1,152
+1% +$53K 0.08% 188
2026
Q1 		$3.87M Sell
83,978
-24,039
-22% -$1.11M 0.1% 153
2025
Q4 		$5M Buy
108,017
+3,226
+3% +$149K 0.16% 97
2025
Q3 		$4.86M Sell
104,791
-52,761
-33% -$2.44M 0.22% 76
2025
Q2 		$7.3M Buy
+157,552
New +$7.22M 0.49% 40

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

Savvy Advisors Inc's JPIE Position: Q2 2026 in Review

Savvy Advisors Inc increased its JPMorgan Income ETF (JPIE) stake by 1.4% in Q2 2026, buying an estimated $53K and bringing the position to 85,130 shares worth $3.92M. The position accounts for 0.08% of the portfolio, ranked #188.

Savvy Advisors Inc first reported a position in JPIE in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.3M in Q2 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Savvy Advisors Inc held 85,130 shares of JPMorgan Income ETF worth $3.92M as of Q2 2026.
  • Savvy Advisors Inc bought 1,152 JPMorgan Income ETF shares in Q2 2026, an estimated $53K.
  • JPMorgan Income ETF made up 0.08% of Savvy Advisors Inc's portfolio in Q2 2026, its #188 holding.
  • Savvy Advisors Inc first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's JPMorgan Income ETF position peaked at $7.3M in Q2 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.