Wells Fargo
JPIE icon

Wells Fargo’s JPMorgan Income ETF JPIE Stock Holding History

Wells Fargo’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 		$289M Buy
6,285,301
+502,996
+9% +$23.1M 0.05% 324
2026
Q1 		$266M Buy
5,782,305
+2,023,188
+54% +$93.7M 0.05% 312
2025
Q4 		$174M Buy
3,759,117
+1,181,828
+46% +$54.8M 0.03% 418
2025
Q3 		$120M Buy
2,577,289
+1,591,771
+162% +$73.7M 0.02% 544
2025
Q2 		$45.6M Buy
985,518
+548,261
+125% +$25.1M 0.01% 899
2025
Q1 		$20.1M Buy
+437,257
New +$20.1M ﹤0.01% 1336
2024
Q4 		– Sell
-1
Closed -$46 – 6684
2024
Q3 		$36 Buy
+1
New +$46 ﹤0.01% 6408
2024
Q2 		– Sell
-1
Closed -$45 – 6585
2024
Q1 		$24 Buy
+1
New +$45 ﹤0.01% 7054
2023
Q4 		– Sell
-184
Closed -$8.17K – 7661
2023
Q3 		$8.17K Buy
+184
New +$8.24K ﹤0.01% 5847
2023
Q1 		– Sell
-420
Closed -$18.9K – 7740
2022
Q4 		$18.9K Sell
420
-1,609
-79% -$72.1K ﹤0.01% 5283
2022
Q3 		$90K Buy
2,029
+744
+58% +$34.3K ﹤0.01% 4669
2022
Q2 		$59K Buy
+1,285
New +$60.5K ﹤0.01% 4945

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

Wells Fargo's JPIE Position: Q2 2026 in Review

Wells Fargo increased its JPMorgan Income ETF (JPIE) stake by 8.7% in Q2 2026, buying an estimated $23.1M and bringing the position to 6,285,301 shares worth $289M. The position accounts for 0.05% of the portfolio, ranked #324.

Wells Fargo first reported a position in JPIE in Q2 2022 and has held it in 12 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Wells Fargo held 6,285,301 shares of JPMorgan Income ETF worth $289M as of Q2 2026.
  • Wells Fargo bought 502,996 JPMorgan Income ETF shares in Q2 2026, an estimated $23.1M.
  • JPMorgan Income ETF made up 0.05% of Wells Fargo's portfolio in Q2 2026, its #324 holding.
  • Wells Fargo first reported a position in JPMorgan Income ETF in Q2 2022 and has held it in 12 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.