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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's JPIE Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors increased its JPMorgan Income ETF (JPIE) stake by 15% in Q1 2026, buying an estimated $2.84M and bringing the position to 473,032 shares worth $21.8M. The position accounts for 2.4% of the portfolio, ranked #11.

Schneider Downs Wealth Management Advisors first reported a position in JPIE in Q2 2023 and has held it in 12 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Schneider Downs Wealth Management Advisors held 473,032 shares of JPMorgan Income ETF worth $21.8M as of Q1 2026.
Schneider Downs Wealth Management Advisors bought 61,420 JPMorgan Income ETF shares in Q1 2026, an estimated $2.84M.
JPMorgan Income ETF made up 2.4% of Schneider Downs Wealth Management Advisors's portfolio in Q1 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 12 quarters since.
445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.