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Washington Trust’s JPMorgan Income ETF JPIE Stock Holding History

Washington Trust’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 		$245K Hold
5,324
– – 0.01% 271
2026
Q1 		$245K Hold
5,324
– – 0.01% 260
2025
Q4 		$246K Hold
5,324
– – 0.01% 259
2025
Q3 		$247K Buy
5,324
+868
+19% +$40.2K 0.01% 257
2025
Q2 		$206K Hold
4,456
– – 0.01% 256
2025
Q1 		$205K Buy
+4,456
New +$204K 0.01% 250

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

Washington Trust's JPIE Position: Q2 2026 in Review

Washington Trust held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 5,324 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #271.

Washington Trust first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $247K in Q3 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Washington Trust held 5,324 shares of JPMorgan Income ETF worth $245K as of Q2 2026.
  • Washington Trust left its JPMorgan Income ETF share count unchanged in Q2 2026.
  • JPMorgan Income ETF made up 0.01% of Washington Trust's portfolio in Q2 2026, its #271 holding.
  • Washington Trust first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Washington Trust's JPMorgan Income ETF position peaked at $247K in Q3 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Washington Trust's 13F filing for Q2 2026, filed 3 Aug 2026.