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World Investment Advisors’s JPMorgan Income ETF JPIE Stock Holding History

World Investment 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 		$1.93M Sell
41,898
-4,230
-9% -$195K 0.03% 489
2026
Q1 		$2.13M Buy
46,128
+2,351
+5% +$109K 0.03% 463
2025
Q4 		$2.03M Buy
43,777
+4,639
+12% +$215K 0.03% 466
2025
Q3 		$1.82M Buy
39,138
+20,652
+112% +$956K 0.04% 421
2025
Q2 		$856K Sell
18,486
-3,066
-14% -$140K 0.02% 559
2025
Q1 		$993K Buy
21,552
+4,000
+23% +$184K 0.03% 511
2024
Q4 		$802K Buy
17,552
+4,511
+35% +$207K 0.02% 532
2024
Q3 		$605K Buy
13,041
+3,879
+42% +$178K 0.02% 542
2024
Q2 		$417K Buy
9,162
+983
+12% +$44.4K 0.03% 433
2024
Q1 		$373K Buy
8,179
+1,860
+29% +$84.5K 0.05% 270
2023
Q4 		$290K Buy
+6,319
New +$282K 0.04% 312

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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

World Investment Advisors's JPIE Position: Q2 2026 in Review

World Investment Advisors reduced its JPMorgan Income ETF (JPIE) stake by 9.2% in Q2 2026, selling an estimated $195K and leaving 41,898 shares worth $1.93M. The position accounts for 0.03% of the portfolio, ranked #489.

World Investment Advisors first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.13M in Q1 2026. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • World Investment Advisors held 41,898 shares of JPMorgan Income ETF worth $1.93M as of Q2 2026.
  • World Investment Advisors sold 4,230 JPMorgan Income ETF shares in Q2 2026, an estimated $195K.
  • JPMorgan Income ETF made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #489 holding.
  • World Investment Advisors first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
  • World Investment Advisors's JPMorgan Income ETF position peaked at $2.13M in Q1 2026.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

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