United Capital Financial Advisors
JPIE icon

United Capital Financial Advisors’s JPMorgan Income ETF JPIE Stock Holding History

United Capital 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 		$250K Hold
5,456
– – ﹤0.01% 1446
2026
Q1 		$250K Buy
+5,456
New +$253K ﹤0.01% 1450

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Sequoia Financial Advisors
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Wells Fargo
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Savant Capital
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
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Capital Financial Advisors's JPIE Position: Q2 2026 in Review

United Capital Financial Advisors held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 5,456 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

United Capital Financial Advisors first reported a position in JPIE in Q1 2026 and has held it in 2 quarters since. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • United Capital Financial Advisors held 5,456 shares of JPMorgan Income ETF worth $250K as of Q2 2026.
  • United Capital Financial Advisors left its JPMorgan Income ETF share count unchanged in Q2 2026.
  • JPMorgan Income ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1446 holding.
  • United Capital Financial Advisors first reported a position in JPMorgan Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.