Sequoia Financial Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Sequoia Financial 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	$328M	Buy	7,131,321 +747,797	+12%	+$34.4M	1.64%	11
2026 Q1	$294M	Buy	6,383,524 +791,361	+14%	+$36.6M	1.64%	10
2025 Q4	$259M	Buy	5,592,163 +982,593	+21%	+$45.5M	1.44%	11
2025 Q3	$214M	Buy	4,609,570 +1,914,053	+71%	+$88.6M	1.3%	13
2025 Q2	$125M	Buy	2,695,517 +536,335	+25%	+$24.6M	0.85%	20
2025 Q1	$99.5M	Buy	2,159,182 +377,406	+21%	+$17.3M	0.77%	21
2024 Q4	$81.3M	Buy	1,781,776 +144,345	+9%	+$6.62M	0.78%	22
2024 Q3	$76M	Buy	1,637,431 +97,513	+6%	+$4.47M	0.81%	24
2024 Q2	$70M	Buy	+1,539,918	New	+$69.6M	0.84%	23

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

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

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

Sequoia Financial Advisors's JPIE Position: Q2 2026 in Review

Sequoia Financial Advisors increased its JPMorgan Income ETF (JPIE) stake by 12% in Q2 2026, buying an estimated $34.4M and bringing the position to 7,131,321 shares worth $328M. The position accounts for 1.64% of the portfolio, ranked #11.

Sequoia Financial Advisors first reported a position in JPIE in Q2 2024 and has held it in 9 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Sequoia Financial Advisors held 7,131,321 shares of JPMorgan Income ETF worth $328M as of Q2 2026.
Sequoia Financial Advisors bought 747,797 JPMorgan Income ETF shares in Q2 2026, an estimated $34.4M.
JPMorgan Income ETF made up 1.64% of Sequoia Financial Advisors's portfolio in Q2 2026, its #11 holding.
Sequoia Financial Advisors first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 9 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.