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 Q3	$239K	Hold	5,324	–	–	0.01%	265
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

Washington Trust's JPIE Position: Q3 2026 in Review

Washington Trust held its JPMorgan Income ETF (JPIE) position steady in Q3 2026 at 5,324 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #265.

Washington Trust first reported a position in JPIE in Q1 2025 and has held it in 7 quarters since. The position peaked at $247K in Q3 2025. 481 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

Washington Trust held 5,324 shares of JPMorgan Income ETF worth $239K as of Q3 2026.
Washington Trust left its JPMorgan Income ETF share count unchanged in Q3 2026.
JPMorgan Income ETF made up 0.01% of Washington Trust's portfolio in Q3 2026, its #265 holding.
Washington Trust first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 7 quarters since.
Washington Trust's JPMorgan Income ETF position peaked at $247K in Q3 2025.
481 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Washington Trust's 13F filing for Q3 2026, filed 22 Oct 2026.