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Waverly Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Waverly Advisors’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 		$123M Buy
2,667,808
+176,274
+7% +$8.11M 0.71% 29
2026
Q1 		$115M Buy
2,491,534
+215,345
+9% +$9.97M 0.86% 16
2025
Q4 		$105M Buy
2,276,189
+170,111
+8% +$7.88M 0.85% 18
2025
Q3 		$97.7M Buy
2,106,078
+348,776
+20% +$16.1M 0.97% 14
2025
Q2 		$81.4M Buy
1,757,302
+417,593
+31% +$19.1M 0.89% 20
2025
Q1 		$61.7M Buy
1,339,709
+352,281
+36% +$16.2M 0.75% 22
2024
Q4 		$45M Buy
987,428
+588,453
+147% +$27M 0.7% 24
2024
Q3 		$18.5M Buy
398,975
+58,498
+17% +$2.68M 0.34% 54
2024
Q2 		$15.5M Buy
340,477
+82,827
+32% +$3.75M 0.3% 66
2024
Q1 		$11.7M Buy
257,650
+202,193
+365% +$9.19M 0.28% 70
2023
Q4 		$2.53M Buy
+55,457
New +$2.47M 0.09% 124

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Waverly Advisors's JPIE Position: Q2 2026 in Review

Waverly Advisors increased its JPMorgan Income ETF (JPIE) stake by 7.1% in Q2 2026, buying an estimated $8.11M and bringing the position to 2,667,808 shares worth $123M. The position accounts for 0.71% of the portfolio, ranked #29.

Waverly Advisors first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. 476 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Waverly Advisors held 2,667,808 shares of JPMorgan Income ETF worth $123M as of Q2 2026.
  • Waverly Advisors bought 176,274 JPMorgan Income ETF shares in Q2 2026, an estimated $8.11M.
  • JPMorgan Income ETF made up 0.71% of Waverly Advisors's portfolio in Q2 2026, its #29 holding.
  • Waverly Advisors first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 476 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.