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BOLTON SECURITIES CORPORATION’s JPMorgan Income ETF JPIE Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$1.65M Buy
+35,855
New +$1.66M 0.08% 278
2025
Q3 		$868K Buy
+18,695
New +$866K 0.04% 389
2025
Q1 		$507K Buy
+11,000
New +$505K 0.03% 475

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Sequoia Financial Advisors
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
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 22.9% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's JPIE Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in JPMorgan Income ETF (JPIE) in Q1 2026: 35,855 shares worth $1.65M. The stake represents 0.08% of the portfolio and ranks #278 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in JPIE as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in JPIE in Q1 2025 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 35,855 shares of JPMorgan Income ETF worth $1.65M as of Q1 2026.
  • JPMorgan Income ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • JPMorgan Income ETF made up 0.08% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #278 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 3 quarters since.
  • 450 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.