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Summit Financial’s JPMorgan Income ETF JPIE Stock Holding History

Summit 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 		$4.91M Buy
106,591
+9,051
+9% +$417K 0.05% 351
2026
Q1 		$4.49M Buy
97,540
+15,869
+19% +$735K 0.06% 342
2025
Q4 		$3.8M Buy
81,671
+302
+0.4% +$14K 0.06% 321
2025
Q3 		$3.78M Buy
+81,369
New +$3.77M 0.06% 320

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

Summit Financial's JPIE Position: Q2 2026 in Review

Summit Financial increased its JPMorgan Income ETF (JPIE) stake by 9.3% in Q2 2026, buying an estimated $417K and bringing the position to 106,591 shares worth $4.91M. The position accounts for 0.05% of the portfolio, ranked #351.

Summit Financial first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Summit Financial held 106,591 shares of JPMorgan Income ETF worth $4.91M as of Q2 2026.
  • Summit Financial bought 9,051 JPMorgan Income ETF shares in Q2 2026, an estimated $417K.
  • JPMorgan Income ETF made up 0.05% of Summit Financial's portfolio in Q2 2026, its #351 holding.
  • Summit Financial first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

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