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Schneider Downs Wealth Management Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Schneider Downs Wealth Management Advisors’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 		$24.6M Buy
533,150
+60,118
+13% +$2.77M 2.31% 11
2026
Q1 		$21.8M Buy
473,032
+61,420
+15% +$2.84M 2.4% 11
2025
Q4 		$19.1M Buy
411,612
+46,361
+13% +$2.15M 2.15% 12
2025
Q3 		$17M Buy
365,251
+33,123
+10% +$1.53M 2.01% 12
2025
Q2 		$15.4M Buy
332,128
+94,771
+40% +$4.34M 2.3% 11
2025
Q1 		$10.9M Buy
237,357
+57,700
+32% +$2.65M 1.98% 12
2024
Q4 		$8.2M Buy
179,657
+32,741
+22% +$1.5M 1.54% 15
2024
Q3 		$6.82M Buy
146,916
+11,016
+8% +$505K 1.4% 19
2024
Q2 		$6.18M Buy
135,900
+30,927
+29% +$1.4M 1.37% 19
2024
Q1 		$4.78M Buy
104,973
+12,576
+14% +$571K 1.1% 21
2023
Q4 		$4.21M Sell
92,397
-3,811
-4% -$170K 1.1% 22
2023
Q3 		$4.27M Buy
96,208
+27,539
+40% +$1.23M 0.99% 21
2023
Q2 		$3.1M Buy
+68,669
New +$3.13M 0.71% 23

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

Schneider Downs Wealth Management Advisors's JPIE Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its JPMorgan Income ETF (JPIE) stake by 13% in Q2 2026, buying an estimated $2.77M and bringing the position to 533,150 shares worth $24.6M. The position accounts for 2.31% of the portfolio, ranked #11.

Schneider Downs Wealth Management Advisors first reported a position in JPIE in Q2 2023 and has held it in 13 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 533,150 shares of JPMorgan Income ETF worth $24.6M as of Q2 2026.
  • Schneider Downs Wealth Management Advisors bought 60,118 JPMorgan Income ETF shares in Q2 2026, an estimated $2.77M.
  • JPMorgan Income ETF made up 2.31% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #11 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.