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Stone House Investment Management’s JPMorgan Income ETF JPIE Stock Holding History

Stone House Investment Management’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 		$643K Buy
13,960
+7,035
+102% +$326K 0.12% 34
2025
Q4 		$321K Buy
6,925
+590
+9% +$27.3K 0.05% 57
2025
Q3 		$294K Buy
6,335
+17
+0.3% +$787 0.05% 62
2025
Q2 		$293K Buy
6,318
+5,795
+1,108% +$266K 0.05% 57
2025
Q1 		$24.1K Buy
+523
New +$24K ﹤0.01% 195

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

Stone House Investment Management's JPIE Position: Q1 2026 in Review

Stone House Investment Management increased its JPMorgan Income ETF (JPIE) stake by 102% in Q1 2026, buying an estimated $326K and bringing the position to 13,960 shares worth $643K. The position accounts for 0.12% of the portfolio, ranked #34.

Stone House Investment Management first reported a position in JPIE in Q1 2025 and has held it in 5 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Stone House Investment Management held 13,960 shares of JPMorgan Income ETF worth $643K as of Q1 2026.
  • Stone House Investment Management bought 7,035 JPMorgan Income ETF shares in Q1 2026, an estimated $326K.
  • JPMorgan Income ETF made up 0.12% of Stone House Investment Management's portfolio in Q1 2026, its #34 holding.
  • Stone House Investment Management first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.