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Stephens Inc’s JPMorgan Income ETF JPIE Stock Holding History

Stephens Inc’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 		$320K Buy
6,947
+2
+0% +$92 ﹤0.01% 1045
2026
Q1 		$320K Buy
6,945
+400
+6% +$18.5K ﹤0.01% 1012
2025
Q4 		$303K Buy
6,545
+175
+3% +$8.11K ﹤0.01% 1034
2025
Q3 		$296K Sell
6,370
-8,007
-56% -$371K ﹤0.01% 1053
2025
Q2 		$666K Sell
14,377
-210
-1% -$9.62K 0.01% 735
2025
Q1 		$672K Buy
14,587
+1,210
+9% +$55.5K 0.01% 716
2024
Q4 		$610K Buy
+13,377
New +$613K 0.01% 764

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

Stephens Inc's JPIE Position: Q2 2026 in Review

Stephens Inc increased its JPMorgan Income ETF (JPIE) stake by 0.03% in Q2 2026, buying an estimated $92 and bringing the position to 6,947 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Stephens Inc first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $672K in Q1 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Stephens Inc held 6,947 shares of JPMorgan Income ETF worth $320K as of Q2 2026.
  • Stephens Inc bought 2 JPMorgan Income ETF shares in Q2 2026, an estimated $92.
  • JPMorgan Income ETF made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1045 holding.
  • Stephens Inc first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Stephens Inc's JPMorgan Income ETF position peaked at $672K in Q1 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.