SignatureFD’s JPMorgan Income ETF JPIE Stock Holding History

SignatureFD’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	–	Sell	-25	Closed	-$1.15K	–	3571
2026 Q1	$1.15K	Buy	+25	New	+$1.16K	﹤0.01%	3175

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

SignatureFD's JPIE Position: Q2 2026 in Review

SignatureFD sold out of JPMorgan Income ETF (JPIE) in Q2 2026, closing a stake of 25 shares — an estimated $1.15K sold.

SignatureFD first reported a position in JPIE in Q1 2026 and held it in 1 quarter. The position peaked at $1.15K in Q1 2026. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

SignatureFD reported no remaining JPMorgan Income ETF position as of Q2 2026 after selling out during the quarter.
SignatureFD sold 25 JPMorgan Income ETF shares in Q2 2026, an estimated $1.15K.
SignatureFD first reported a position in JPMorgan Income ETF in Q1 2026 and held it in 1 quarter.
SignatureFD's JPMorgan Income ETF position peaked at $1.15K in Q1 2026.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.