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JPIE icon

Sunbelt Securities’s JPMorgan Income ETF JPIE Stock Holding History

Sunbelt Securities’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 		$195K Sell
4,238
-1,254
-23% -$58.1K 0.01% 648
2025
Q4 		$254K Buy
5,492
+14
+0.3% +$649 0.02% 569
2025
Q3 		$254K Buy
5,478
+4,076
+291% +$189K 0.02% 576
2025
Q2 		$64K Buy
1,402
+539
+62% +$24.7K 0.01% 879
2025
Q1 		$39.8K Sell
863
-539
-38% -$24.7K ﹤0.01% 961
2024
Q4 		$64.2K Buy
1,402
+5
+0.4% +$229 0.01% 877
2024
Q3 		$64.8K Buy
+1,397
New +$64.1K 0.01% 874

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sunbelt Securities's JPIE Position: Q1 2026 in Review

Sunbelt Securities reduced its JPMorgan Income ETF (JPIE) stake by 23% in Q1 2026, selling an estimated $58.1K and leaving 4,238 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #648.

Sunbelt Securities first reported a position in JPIE in Q3 2024 and has held it in 7 quarters since. The position peaked at $254K in Q3 2025. 446 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Sunbelt Securities held 4,238 shares of JPMorgan Income ETF worth $195K as of Q1 2026.
  • Sunbelt Securities sold 1,254 JPMorgan Income ETF shares in Q1 2026, an estimated $58.1K.
  • JPMorgan Income ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #648 holding.
  • Sunbelt Securities first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Sunbelt Securities's JPMorgan Income ETF position peaked at $254K in Q3 2025.
  • 446 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.