Van Hulzen Asset Management’s JPMorgan Income ETF JPIE Stock Holding History

Van Hulzen Asset Management’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	$519K	Buy	11,261 +486	+5%	+$22.5K	0.04%	226
2025 Q4	$499K	Buy	10,775 +1,043	+11%	+$48.3K	0.04%	221
2025 Q3	$452K	Buy	9,732 +1,937	+25%	+$89.7K	0.03%	232
2025 Q2	$361K	Buy	7,795 +2,111	+37%	+$96.7K	0.03%	241
2025 Q1	$262K	Buy	5,684 +1,790	+46%	+$82.1K	0.02%	264
2024 Q4	$178K	Buy	+3,894	New	+$179K	0.01%	325

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

Van Hulzen Asset Management's JPIE Position: Q1 2026 in Review

Van Hulzen Asset Management increased its JPMorgan Income ETF (JPIE) stake by 4.5% in Q1 2026, buying an estimated $22.5K and bringing the position to 11,261 shares worth $519K. The position accounts for 0.04% of the portfolio, ranked #226.

Van Hulzen Asset Management first reported a position in JPIE in Q4 2024 and has held it in 6 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Van Hulzen Asset Management held 11,261 shares of JPMorgan Income ETF worth $519K as of Q1 2026.
Van Hulzen Asset Management bought 486 JPMorgan Income ETF shares in Q1 2026, an estimated $22.5K.
JPMorgan Income ETF made up 0.04% of Van Hulzen Asset Management's portfolio in Q1 2026, its #226 holding.
Van Hulzen Asset Management first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 6 quarters since.
445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.