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Smith, Moore & Co’s JPMorgan Income ETF JPIE Stock Holding History

Smith, Moore & Co’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 		$14.8M Buy
321,603
+14,106
+5% +$649K 0.96% 21
2026
Q1 		$14.2M Buy
307,497
+7,841
+3% +$363K 1.03% 19
2025
Q4 		$13.9M Buy
299,656
+6,147
+2% +$285K 1.05% 21
2025
Q3 		$13.6M Buy
293,509
+9,354
+3% +$433K 1.04% 21
2025
Q2 		$13.2M Sell
284,155
-5,772
-2% -$264K 1.1% 20
2025
Q1 		$13.4M Sell
289,927
-30,249
-9% -$1.39M 1.24% 15
2024
Q4 		$14.6M Buy
320,176
+31,266
+11% +$1.43M 1.33% 13
2024
Q3 		$13.4M Buy
288,910
+13,569
+5% +$622K 1.28% 15
2024
Q2 		$12.5M Buy
275,341
+8,453
+3% +$382K 1.29% 15
2024
Q1 		$12.2M Buy
266,888
+198,518
+290% +$9.02M 1.3% 16
2023
Q4 		$3.12M Buy
68,370
+5,756
+9% +$257K 0.37% 56
2023
Q3 		$2.78M Buy
62,614
+342
+0.5% +$15.3K 0.37% 58
2023
Q2 		$2.81M Buy
+62,272
New +$2.83M 0.36% 55

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Smith, Moore & Co's JPIE Position: Q2 2026 in Review

Smith, Moore & Co increased its JPMorgan Income ETF (JPIE) stake by 4.6% in Q2 2026, buying an estimated $649K and bringing the position to 321,603 shares worth $14.8M. The position accounts for 0.96% of the portfolio, ranked #21.

Smith, Moore & Co first reported a position in JPIE in Q2 2023 and has held it in 13 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Smith, Moore & Co held 321,603 shares of JPMorgan Income ETF worth $14.8M as of Q2 2026.
  • Smith, Moore & Co bought 14,106 JPMorgan Income ETF shares in Q2 2026, an estimated $649K.
  • JPMorgan Income ETF made up 0.96% of Smith, Moore & Co's portfolio in Q2 2026, its #21 holding.
  • Smith, Moore & Co first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.