Thrivent Financial for Lutherans
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Thrivent Financial for Lutherans’s JPMorgan Income ETF JPIE Stock Holding History

Thrivent Financial for Lutherans’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 		– Sell
-23,232
Closed -$1.07M – 2620
2025
Q4 		$1.07M Buy
+23,232
New +$1.08M ﹤0.01% 1883

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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

Thrivent Financial for Lutherans's JPIE Position: Q1 2026 in Review

Thrivent Financial for Lutherans sold out of JPMorgan Income ETF (JPIE) in Q1 2026, closing a stake of 23,232 shares — an estimated $1.07M sold.

Thrivent Financial for Lutherans first reported a position in JPIE in Q4 2025 and held it in 1 quarter. The position peaked at $1.07M in Q4 2025. 448 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Thrivent Financial for Lutherans reported no remaining JPMorgan Income ETF position as of Q1 2026 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 23,232 JPMorgan Income ETF shares in Q1 2026, an estimated $1.07M.
  • Thrivent Financial for Lutherans first reported a position in JPMorgan Income ETF in Q4 2025 and held it in 1 quarter.
  • Thrivent Financial for Lutherans's JPMorgan Income ETF position peaked at $1.07M in Q4 2025.
  • 448 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.