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 Q1	$250K	Buy	+5,456	New	+$253K	﹤0.01%	1450

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's JPIE Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in JPMorgan Income ETF (JPIE) in Q1 2026: 5,456 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #1450 among its holdings.

445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

United Capital Financial Advisors held 5,456 shares of JPMorgan Income ETF worth $250K as of Q1 2026.
JPMorgan Income ETF was a new United Capital Financial Advisors position in Q1 2026.
JPMorgan Income ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1450 holding.
445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.