JPMorgan Income ETF $JPIE is LifeGoal Investments LLC’s 7th Largest Position

Posted by Jessica Moore on Mar 31st, 2026

LifeGoal Investments LLC increased its stake in JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 27.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 135,702 shares of the company’s stock after buying an additional 29,275 shares during the period. JPMorgan Income ETF accounts for about 4.2% of LifeGoal Investments LLC’s portfolio, making the stock its 7th largest position. LifeGoal Investments LLC owned 0.09% of JPMorgan Income ETF worth $6,299,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Parkworth Wealth Management Inc. bought a new position in JPMorgan Income ETF in the 2nd quarter worth about $29,000. Imprint Wealth LLC purchased a new position in shares of JPMorgan Income ETF during the third quarter worth approximately $33,000. ESL Trust Services LLC bought a new stake in shares of JPMorgan Income ETF during the third quarter valued at approximately $35,000. Central Pacific Bank Trust Division bought a new stake in shares of JPMorgan Income ETF during the fourth quarter valued at approximately $35,000. Finally, Total Investment Management Inc. purchased a new stake in shares of JPMorgan Income ETF in the second quarter valued at approximately $37,000.

JPMorgan Income ETF Price Performance

Shares of NYSEARCA:JPIE opened at $45.94 on Tuesday. The business’s 50 day moving average is $46.29 and its 200 day moving average is $46.33. JPMorgan Income ETF has a 52-week low of $45.01 and a 52-week high of $46.61.

JPMorgan Income ETF Increases Dividend

The company also recently announced a monthly dividend, which was paid on Wednesday, March 4th. Shareholders of record on Monday, March 2nd were issued a $0.2082 dividend. The ex-dividend date was Monday, March 2nd. This represents a c) annualized dividend and a dividend yield of 5.4%. This is a positive change from JPMorgan Income ETF’s previous monthly dividend of $0.20.

About JPMorgan Income ETF

(Free Report)

The JPMorgan Income ETF (JPIE) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively-managed fund that allocates exposure among various fixed income markets and sectors. The fund seeks to provide yield with lower volatility and aims to generate monthly distributions. JPIE was launched on Oct 28, 2021 and is managed by JPMorgan Chase.