Trust Company of Vermont’s JPMorgan Income ETF JPIE Stock Holding History

Trust Company of Vermont’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	$95.1K	Buy	+2,065	New	+$95K	﹤0.01%	496

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

Trust Company of Vermont's JPIE Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 2,065 shares worth $95.1K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings.

475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Trust Company of Vermont held 2,065 shares of JPMorgan Income ETF worth $95.1K as of Q2 2026.
JPMorgan Income ETF was a new Trust Company of Vermont position in Q2 2026.
JPMorgan Income ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #496 holding.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.