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 Q2	$396K	Buy	8,591 +3,585	+72%	+$165K	﹤0.01%	6386
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 $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

UBS Group's JPIE Position: Q2 2026 in Review

UBS Group increased its JPMorgan Income ETF (JPIE) stake by 72% in Q2 2026, buying an estimated $165K and bringing the position to 8,591 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #6386.

UBS Group first reported a position in JPIE in Q4 2021 and has held it in 11 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

UBS Group held 8,591 shares of JPMorgan Income ETF worth $396K as of Q2 2026.
UBS Group bought 3,585 JPMorgan Income ETF shares in Q2 2026, an estimated $165K.
JPMorgan Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6386 holding.
UBS Group first reported a position in JPMorgan Income ETF in Q4 2021 and has held it in 11 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.