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Vestmark Advisory Solutions’s JPMorgan Income ETF JPIE Stock Holding History

Vestmark Advisory Solutions’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 		$20.8M Buy
451,814
+17,929
+4% +$825K 0.2% 113
2026
Q1 		$20M Sell
433,885
-112,182
-21% -$5.19M 0.22% 97
2025
Q4 		$25.3M Sell
546,067
-107,605
-16% -$4.99M 0.34% 54
2025
Q3 		$30.3M Sell
653,672
-442,448
-40% -$20.5M 0.58% 31
2025
Q2 		$50.8M Buy
1,096,120
+361,493
+49% +$16.6M 0.73% 27
2025
Q1 		$33.8M Buy
734,627
+193,300
+36% +$8.87M 0.87% 18
2024
Q4 		$24.7M Sell
541,327
-19,872
-4% -$911K 0.85% 20
2024
Q3 		$26M Buy
561,199
+78,331
+16% +$3.59M 0.97% 19
2024
Q2 		$22M Buy
482,868
+148,409
+44% +$6.71M 0.92% 20
2024
Q1 		$15.2M Buy
334,459
+69,589
+26% +$3.16M 0.66% 33
2023
Q4 		$12.1M Buy
264,870
+28,873
+12% +$1.29M 0.61% 34
2023
Q3 		$10.5M Buy
235,997
+121,697
+106% +$5.45M 0.76% 26
2023
Q2 		$5.17M Buy
114,300
+79,755
+231% +$3.63M 0.2% 134
2023
Q1 		$1.58M Sell
34,545
-12,397
-26% -$565K 0.07% 334
2022
Q4 		$2.12M Buy
46,942
+16,121
+52% +$722K 0.1% 272
2022
Q3 		$1.36M Buy
30,821
+8,549
+38% +$394K 0.08% 320
2022
Q2 		$1.02M Buy
22,272
+12,521
+128% +$590K 0.06% 361
2022
Q1 		$468K Buy
+9,751
New +$479K 0.03% 558

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vestmark Advisory Solutions's JPIE Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its JPMorgan Income ETF (JPIE) stake by 4.1% in Q2 2026, buying an estimated $825K and bringing the position to 451,814 shares worth $20.8M. The position accounts for 0.2% of the portfolio, ranked #113.

Vestmark Advisory Solutions first reported a position in JPIE in Q1 2022 and has held it in 18 quarters since. The position peaked at $50.8M in Q2 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Vestmark Advisory Solutions held 451,814 shares of JPMorgan Income ETF worth $20.8M as of Q2 2026.
  • Vestmark Advisory Solutions bought 17,929 JPMorgan Income ETF shares in Q2 2026, an estimated $825K.
  • JPMorgan Income ETF made up 0.2% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #113 holding.
  • Vestmark Advisory Solutions first reported a position in JPMorgan Income ETF in Q1 2022 and has held it in 18 quarters since.
  • Vestmark Advisory Solutions's JPMorgan Income ETF position peaked at $50.8M in Q2 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.