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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
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 $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vestmark Advisory Solutions's JPIE Position: Q1 2026 in Review

Vestmark Advisory Solutions reduced its JPMorgan Income ETF (JPIE) stake by 21% in Q1 2026, selling an estimated $5.19M and leaving 433,885 shares worth $20M. The position accounts for 0.22% of the portfolio, ranked #97.

Vestmark Advisory Solutions first reported a position in JPIE in Q1 2022 and has held it in 17 quarters since. The position peaked at $50.8M in Q2 2025. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Vestmark Advisory Solutions held 433,885 shares of JPMorgan Income ETF worth $20M as of Q1 2026.
  • Vestmark Advisory Solutions sold 112,182 JPMorgan Income ETF shares in Q1 2026, an estimated $5.19M.
  • JPMorgan Income ETF made up 0.22% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #97 holding.
  • Vestmark Advisory Solutions first reported a position in JPMorgan Income ETF in Q1 2022 and has held it in 17 quarters since.
  • Vestmark Advisory Solutions's JPMorgan Income ETF position peaked at $50.8M in Q2 2025.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.