SFM
JPIE icon

Signet Financial Management’s JPMorgan Income ETF JPIE Stock Holding History

Signet Financial Management’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 		$547K Buy
11,863
+160
+1% +$7.41K 0.06% 207
2025
Q4 		$542K Sell
11,703
-2,944
-20% -$136K 0.06% 203
2025
Q3 		$680K Buy
14,647
+555
+4% +$25.7K 0.08% 183
2025
Q2 		$653K Buy
14,092
+7,639
+118% +$350K 0.08% 186
2025
Q1 		$297K Sell
6,453
-719
-10% -$33K 0.04% 238
2024
Q4 		$327K Buy
7,172
+1,519
+27% +$69.6K 0.04% 219
2024
Q3 		$262K Buy
5,653
+444
+9% +$20.4K 0.03% 242
2024
Q2 		$237K Sell
5,209
-9
-0.2% -$407 0.03% 248
2024
Q1 		$238K Sell
5,218
-183
-3% -$8.31K 0.03% 254
2023
Q4 		$246K Buy
5,401
+423
+8% +$18.9K 0.04% 245
2023
Q3 		$221K Buy
4,978
+253
+5% +$11.3K 0.04% 246
2023
Q2 		$214K Buy
4,725
+169
+4% +$7.69K 0.03% 258
2023
Q1 		$209K Sell
4,556
-523
-10% -$23.8K 0.04% 256
2022
Q4 		$229K Buy
+5,079
New +$227K 0.04% 239

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Signet Financial Management's JPIE Position: Q1 2026 in Review

Signet Financial Management increased its JPMorgan Income ETF (JPIE) stake by 1.4% in Q1 2026, buying an estimated $7.41K and bringing the position to 11,863 shares worth $547K. The position accounts for 0.06% of the portfolio, ranked #207.

Signet Financial Management first reported a position in JPIE in Q4 2022 and has held it in 14 quarters since. The position peaked at $680K in Q3 2025. 446 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Signet Financial Management held 11,863 shares of JPMorgan Income ETF worth $547K as of Q1 2026.
  • Signet Financial Management bought 160 JPMorgan Income ETF shares in Q1 2026, an estimated $7.41K.
  • JPMorgan Income ETF made up 0.06% of Signet Financial Management's portfolio in Q1 2026, its #207 holding.
  • Signet Financial Management first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 14 quarters since.
  • Signet Financial Management's JPMorgan Income ETF position peaked at $680K in Q3 2025.
  • 446 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.