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Southern Financial Group’s JPMorgan Income ETF JPIE Stock Holding History

Southern Financial Group’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 		$65M Buy
1,410,454
+61,201
+5% +$2.82M 16.58% 2
2026
Q1 		$62.2M Buy
1,349,253
+41,516
+3% +$1.92M 17.37% 2
2025
Q4 		$60.5M Buy
+1,307,737
New +$60.6M 17.33% 2

Other funds holding JPIE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Southern Financial Group's JPIE Position: Q2 2026 in Review

Southern Financial Group increased its JPMorgan Income ETF (JPIE) stake by 4.5% in Q2 2026, buying an estimated $2.82M and bringing the position to 1,410,454 shares worth $65M. The position accounts for 16.58% of the portfolio, ranked #2.

Southern Financial Group first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Southern Financial Group held 1,410,454 shares of JPMorgan Income ETF worth $65M as of Q2 2026.
  • Southern Financial Group bought 61,201 JPMorgan Income ETF shares in Q2 2026, an estimated $2.82M.
  • JPMorgan Income ETF made up 16.58% of Southern Financial Group's portfolio in Q2 2026, its #2 holding.
  • Southern Financial Group first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.