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JPIE icon

Transce3nd’s JPMorgan Income ETF JPIE Stock Holding History

Transce3nd’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 		$138K Sell
3,001
-262
-8% -$12.1K 1.21% 18
2026
Q1 		$150K Sell
3,263
-70
-2% -$3.24K 1.33% 17
2025
Q4 		$155K Sell
3,333
-561
-14% -$26K 1.25% 18
2025
Q3 		$180K Sell
3,894
-28,419
-88% -$1.32M 1.6% 17
2025
Q2 		$1.5M Buy
32,313
+7,436
+30% +$341K 0.63% 25
2025
Q1 		$1.15M Buy
24,877
+2,405
+11% +$110K 0.51% 29
2024
Q4 		$1.03M Buy
+22,472
New +$1.03M 0.35% 48

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

Transce3nd's JPIE Position: Q2 2026 in Review

Transce3nd reduced its JPMorgan Income ETF (JPIE) stake by 8% in Q2 2026, selling an estimated $12.1K and leaving 3,001 shares worth $138K. The position accounts for 1.21% of the portfolio, ranked #18.

Transce3nd first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q2 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Transce3nd held 3,001 shares of JPMorgan Income ETF worth $138K as of Q2 2026.
  • Transce3nd sold 262 JPMorgan Income ETF shares in Q2 2026, an estimated $12.1K.
  • JPMorgan Income ETF made up 1.21% of Transce3nd's portfolio in Q2 2026, its #18 holding.
  • Transce3nd first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Transce3nd's JPMorgan Income ETF position peaked at $1.5M in Q2 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Transce3nd's 13F filing for Q2 2026, filed 24 Jul 2026.