Towle & Co’s JPMorgan Income ETF JPIE Stock Holding History

Towle & 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	$2.1M	Buy	45,649 +15,753	+53%	+$725K	0.71%	48
2026 Q1	$1.38M	Buy	+29,896	New	+$1.38M	0.53%	47

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Towle & Co's JPIE Position: Q2 2026 in Review

Towle & Co increased its JPMorgan Income ETF (JPIE) stake by 53% in Q2 2026, buying an estimated $725K and bringing the position to 45,649 shares worth $2.1M. The position accounts for 0.71% of the portfolio, ranked #48.

Towle & Co first reported a position in JPIE in Q1 2026 and has held it in 2 quarters since. 476 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Towle & Co held 45,649 shares of JPMorgan Income ETF worth $2.1M as of Q2 2026.
Towle & Co bought 15,753 JPMorgan Income ETF shares in Q2 2026, an estimated $725K.
JPMorgan Income ETF made up 0.71% of Towle & Co's portfolio in Q2 2026, its #48 holding.
Towle & Co first reported a position in JPMorgan Income ETF in Q1 2026 and has held it in 2 quarters since.
476 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Towle & Co's 13F filing for Q2 2026, filed 11 Aug 2026.