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Southeast Asset Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Southeast Asset 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
Q1 		$405K Buy
8,793
+117
+1% +$5.42K 0.04% 147
2025
Q4 		$402K Buy
8,676
+123
+1% +$5.7K 0.04% 156
2025
Q3 		$397K Buy
8,553
+121
+1% +$5.6K 0.04% 157
2025
Q2 		$391K Buy
8,432
+118
+1% +$5.41K 0.05% 147
2025
Q1 		$383K Buy
8,314
+119
+1% +$5.46K 0.05% 141
2024
Q4 		$374K Buy
8,195
+3,869
+89% +$177K 0.05% 128
2024
Q3 		$201K Buy
+4,326
New +$198K 0.02% 163

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Southeast Asset Advisors's JPIE Position: Q1 2026 in Review

Southeast Asset Advisors increased its JPMorgan Income ETF (JPIE) stake by 1.3% in Q1 2026, buying an estimated $5.42K and bringing the position to 8,793 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #147.

Southeast Asset Advisors first reported a position in JPIE in Q3 2024 and has held it in 7 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Southeast Asset Advisors held 8,793 shares of JPMorgan Income ETF worth $405K as of Q1 2026.
  • Southeast Asset Advisors bought 117 JPMorgan Income ETF shares in Q1 2026, an estimated $5.42K.
  • JPMorgan Income ETF made up 0.04% of Southeast Asset Advisors's portfolio in Q1 2026, its #147 holding.
  • Southeast Asset Advisors first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Southeast Asset Advisors's 13F filing for Q1 2026, filed 13 May 2026.