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William Mack & Associates’s JPMorgan Income ETF JPIE Stock Holding History

William Mack & Associates’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 		$2.32M Buy
50,476
+22,882
+83% +$1.05M 0.82% 16
2026
Q1 		$1.27M Buy
27,594
+651
+2% +$30.1K 0.73% 18
2025
Q4 		$1.25M Sell
26,943
-807
-3% -$37.4K 0.59% 21
2025
Q3 		$1.29M Buy
27,750
+4,242
+18% +$196K 0.69% 20
2025
Q2 		$1.09M Buy
23,508
+7,416
+46% +$340K 0.69% 23
2025
Q1 		$741K Buy
16,092
+6,231
+63% +$286K 0.63% 26
2024
Q4 		$450K Buy
+9,861
New +$452K 0.47% 35

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

William Mack & Associates's JPIE Position: Q2 2026 in Review

William Mack & Associates increased its JPMorgan Income ETF (JPIE) stake by 83% in Q2 2026, buying an estimated $1.05M and bringing the position to 50,476 shares worth $2.32M. The position accounts for 0.82% of the portfolio, ranked #16.

William Mack & Associates first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. 476 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • William Mack & Associates held 50,476 shares of JPMorgan Income ETF worth $2.32M as of Q2 2026.
  • William Mack & Associates bought 22,882 JPMorgan Income ETF shares in Q2 2026, an estimated $1.05M.
  • JPMorgan Income ETF made up 0.82% of William Mack & Associates's portfolio in Q2 2026, its #16 holding.
  • William Mack & Associates first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 476 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.