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Syverson Strege & Co’s JPMorgan Income ETF JPIE Stock Holding History

Syverson Strege & Co’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 		$3.35M Sell
72,670
-4,333
-6% -$199K 0.73% 15
2026
Q1 		$3.55M Sell
77,003
-12,695
-14% -$588K 0.85% 15
2025
Q4 		$4.15M Sell
89,698
-2,129
-2% -$98.6K 0.98% 15
2025
Q3 		$4.26M Sell
91,827
-6,869
-7% -$318K 1.02% 13
2025
Q2 		$4.57M Buy
98,696
+6,299
+7% +$289K 1.08% 13
2025
Q1 		$4.26M Buy
92,397
+2,486
+3% +$114K 1.37% 10
2024
Q4 		$4.1M Buy
89,911
+2,714
+3% +$124K 1.37% 9
2024
Q3 		$4.05M Buy
87,197
+2,773
+3% +$127K 1.36% 9
2024
Q2 		$3.84M Buy
84,424
+7,892
+10% +$357K 1.31% 10
2024
Q1 		$3.49M Buy
76,532
+2,882
+4% +$131K 1.26% 9
2023
Q4 		$3.36M Buy
73,650
+2,565
+4% +$114K 1.3% 10
2023
Q3 		$3.16M Buy
71,085
+738
+1% +$33.1K 1.41% 10
2023
Q2 		$3.18M Buy
70,347
+1,131
+2% +$51.5K 1.36% 11
2023
Q1 		$3.17M Buy
69,216
+1,037
+2% +$47.3K 1.35% 13
2022
Q4 		$3.08M Buy
68,179
+921
+1% +$41.2K 1.39% 13
2022
Q3 		$2.98M Buy
+67,258
New +$3.1M 1.51% 13

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

Syverson Strege & Co's JPIE Position: Q2 2026 in Review

Syverson Strege & Co reduced its JPMorgan Income ETF (JPIE) stake by 5.6% in Q2 2026, selling an estimated $199K and leaving 72,670 shares worth $3.35M. The position accounts for 0.73% of the portfolio, ranked #15.

Syverson Strege & Co first reported a position in JPIE in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.57M in Q2 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Syverson Strege & Co held 72,670 shares of JPMorgan Income ETF worth $3.35M as of Q2 2026.
  • Syverson Strege & Co sold 4,333 JPMorgan Income ETF shares in Q2 2026, an estimated $199K.
  • JPMorgan Income ETF made up 0.73% of Syverson Strege & Co's portfolio in Q2 2026, its #15 holding.
  • Syverson Strege & Co first reported a position in JPMorgan Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Syverson Strege & Co's JPMorgan Income ETF position peaked at $4.57M in Q2 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.