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TPG Financial Advisors’s JPMorgan Income ETF JPIE Stock Holding History

TPG Financial Advisors’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 		$24.3M Buy
526,755
+7,369
+1% +$339K 7.24% 2
2026
Q1 		$23.9M Buy
519,386
+21,552
+4% +$998K 7.78% 2
2025
Q4 		$23M Buy
497,834
+77,352
+18% +$3.58M 7.69% 2
2025
Q3 		$19.5M Buy
420,482
+15,095
+4% +$699K 7.27% 2
2025
Q2 		$18.8M Sell
405,387
-16,648
-4% -$763K 7.52% 1
2025
Q1 		$19.4M Sell
422,035
-14,971
-3% -$687K 8.59% 1
2024
Q4 		$19.9M Buy
437,006
+18,064
+4% +$828K 8.67% 1
2024
Q3 		$19.4M Buy
418,942
+616
+0.1% +$28.3K 8.75% 2
2024
Q2 		$19M Buy
+418,326
New +$18.9M 9% 2
2023
Q4 		$17.3M Buy
381,993
+2,734
+0.7% +$122K 8.83% 1
2023
Q3 		$16.8M Buy
379,259
+18,427
+5% +$825K 8.7% 2
2023
Q2 		$16.3M Sell
360,832
-14,828
-4% -$675K 8.55% 2
2023
Q1 		$17.2M Buy
375,660
+24,554
+7% +$1.12M 9.39% 2
2022
Q4 		$15.8M Sell
351,106
-8,886
-2% -$398K 9.61% 2
2022
Q3 		$15.9M Buy
+359,992
New +$16.6M 9.79% 1

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

TPG Financial Advisors's JPIE Position: Q2 2026 in Review

TPG Financial Advisors increased its JPMorgan Income ETF (JPIE) stake by 1.4% in Q2 2026, buying an estimated $339K and bringing the position to 526,755 shares worth $24.3M. The position accounts for 7.24% of the portfolio, ranked #2.

TPG Financial Advisors first reported a position in JPIE in Q3 2022 and has held it in 15 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • TPG Financial Advisors held 526,755 shares of JPMorgan Income ETF worth $24.3M as of Q2 2026.
  • TPG Financial Advisors bought 7,369 JPMorgan Income ETF shares in Q2 2026, an estimated $339K.
  • JPMorgan Income ETF made up 7.24% of TPG Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • TPG Financial Advisors first reported a position in JPMorgan Income ETF in Q3 2022 and has held it in 15 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.