Steward Partners Investment Advisory’s JPMorgan Income ETF JPIE Stock Holding History

Steward Partners Investment Advisory’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	$1.07M	Buy	23,171 +1,392	+6%	+$64.4K	0.01%	1137
2025 Q4	$1.01M	Buy	21,779 +6,802	+45%	+$315K	0.01%	1064
2025 Q3	$695K	Buy	14,977 +2,868	+24%	+$133K	﹤0.01%	1219
2025 Q2	$561K	Buy	+12,109	New	+$555K	﹤0.01%	1246
2025 Q1	–	Sell	-584	Closed	-$26.6K	–	4090
2024 Q4	$26.6K	Hold	584	–	–	﹤0.01%	2641
2024 Q3	$27.1K	Hold	584	–	–	﹤0.01%	2524
2024 Q2	$26.5K	Hold	584	–	–	﹤0.01%	2398
2024 Q1	$26.6K	Sell	584 -110	-16%	-$5K	﹤0.01%	2394
2023 Q4	$31.7K	Hold	694	–	–	﹤0.01%	2168
2023 Q3	$30.8K	Buy	+694	New	+$31.1K	﹤0.01%	2120

Other funds holding JPIE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's JPIE Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its JPMorgan Income ETF (JPIE) stake by 6.4% in Q1 2026, buying an estimated $64.4K and bringing the position to 23,171 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1137.

Steward Partners Investment Advisory first reported a position in JPIE in Q3 2023 and has held it in 10 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Steward Partners Investment Advisory held 23,171 shares of JPMorgan Income ETF worth $1.07M as of Q1 2026.
Steward Partners Investment Advisory bought 1,392 JPMorgan Income ETF shares in Q1 2026, an estimated $64.4K.
JPMorgan Income ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1137 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan Income ETF in Q3 2023 and has held it in 10 quarters since.
445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.