Stifel Financial’s JPMorgan Income ETF JPIE Stock Holding History

Stifel Financial’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	$26.5M	Buy	574,844 +18,873	+3%	+$869K	0.02%	570
2026 Q1	$25.6M	Buy	555,971 +18,712	+3%	+$866K	0.02%	544
2025 Q4	$24.9M	Buy	537,259 +36,602	+7%	+$1.7M	0.02%	560
2025 Q3	$23.2M	Buy	500,657 +63,145	+14%	+$2.92M	0.02%	569
2025 Q2	$20.3M	Buy	437,512 +309,451	+242%	+$14.2M	0.02%	583
2025 Q1	$5.9M	Buy	128,061 +103,745	+427%	+$4.76M	0.01%	1102
2024 Q4	$1.11M	Buy	24,316 +12,228	+101%	+$561K	﹤0.01%	2188
2024 Q3	$561K	Buy	12,088 +2,634	+28%	+$121K	﹤0.01%	2610
2024 Q2	$430K	Buy	9,454 +2,987	+46%	+$135K	﹤0.01%	2719
2024 Q1	$295K	Buy	+6,467	New	+$294K	﹤0.01%	2927
2023 Q4	–	Sell	-4,807	Closed	-$213K	–	3377
2023 Q3	$213K	Buy	+4,807	New	+$215K	﹤0.01%	2960

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial's JPIE Position: Q2 2026 in Review

Stifel Financial increased its JPMorgan Income ETF (JPIE) stake by 3.4% in Q2 2026, buying an estimated $869K and bringing the position to 574,844 shares worth $26.5M. The position accounts for 0.02% of the portfolio, ranked #570.

Stifel Financial first reported a position in JPIE in Q3 2023 and has held it in 11 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Stifel Financial held 574,844 shares of JPMorgan Income ETF worth $26.5M as of Q2 2026.
Stifel Financial bought 18,873 JPMorgan Income ETF shares in Q2 2026, an estimated $869K.
JPMorgan Income ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #570 holding.
Stifel Financial first reported a position in JPMorgan Income ETF in Q3 2023 and has held it in 11 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.