Smartleaf Asset Management’s JPMorgan Income ETF JPIE Stock Holding History

Smartleaf Asset 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 Q2	$874K	Hold	18,958	–	–	0.03%	445
2026 Q1	$871K	Buy	18,958 +12,411	+190%	+$575K	0.03%	429
2025 Q4	$305K	Buy	6,547 +717	+12%	+$33.2K	0.01%	642
2025 Q3	$271K	Buy	+5,830	New	+$270K	0.02%	631

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

Smartleaf Asset Management's JPIE Position: Q2 2026 in Review

Smartleaf Asset Management held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 18,958 shares worth $874K. The position accounts for 0.03% of the portfolio, ranked #445.

Smartleaf Asset Management first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Smartleaf Asset Management held 18,958 shares of JPMorgan Income ETF worth $874K as of Q2 2026.
Smartleaf Asset Management left its JPMorgan Income ETF share count unchanged in Q2 2026.
JPMorgan Income ETF made up 0.03% of Smartleaf Asset Management's portfolio in Q2 2026, its #445 holding.
Smartleaf Asset Management first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.