UBS Group

UBS Group’s JPMorgan Income ETF JPIE Stock Holding History

UBS Group’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	$231K	Buy	+5,006	New	+$232K	﹤0.01%	6555
2025 Q3	–	Sell	-1,025	Closed	-$47.5K	–	10618
2025 Q2	$47.5K	Buy	+1,025	New	+$47K	﹤0.01%	7818
2025 Q1	–	Sell	-170	Closed	-$7.75K	–	10486
2024 Q4	$7.75K	Buy	+170	New	+$7.79K	﹤0.01%	8456
2024 Q2	–	Sell	-853	Closed	-$38.9K	–	9802
2024 Q1	$38.9K	Sell	853 -2,843	-77%	-$129K	﹤0.01%	6626
2023 Q4	$169K	Buy	3,696 +3,565	+2,721%	+$159K	﹤0.01%	5883
2023 Q3	$5.82K	Buy	+131	New	+$5.87K	﹤0.01%	7340
2023 Q2	–	Sell	-689	Closed	-$31.5K	–	9275
2023 Q1	$31.5K	Buy	+689	New	+$31.4K	﹤0.01%	6762
2022 Q3	–	Sell	-1,467	Closed	-$67K	–	10633
2022 Q2	$67K	Buy	1,467 +1,268	+637%	+$59.7K	﹤0.01%	5705
2022 Q1	$10K	Sell	199 -1,287	-87%	-$63.2K	﹤0.01%	8418
2021 Q4	$75K	Buy	+1,486	New	+$74.7K	﹤0.01%	6551

Other funds holding JPIE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return