JPMorgan Income ETF $JPIE Stock Position Boosted by LifeGoal Investments LLC

Posted by Grant Hamersma on Mar 31st, 2026

LifeGoal Investments LLC boosted its position in JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 27.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 135,702 shares of the company’s stock after purchasing an additional 29,275 shares during the quarter. JPMorgan Income ETF makes up approximately 4.2% of LifeGoal Investments LLC’s investment portfolio, making the stock its 7th largest holding. LifeGoal Investments LLC’s holdings in JPMorgan Income ETF were worth $6,299,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of JPIE. Parkworth Wealth Management Inc. bought a new stake in shares of JPMorgan Income ETF in the 2nd quarter valued at about $29,000. Imprint Wealth LLC purchased a new position in shares of JPMorgan Income ETF in the 3rd quarter worth approximately $33,000. ESL Trust Services LLC bought a new position in shares of JPMorgan Income ETF during the 3rd quarter worth approximately $35,000. Central Pacific Bank Trust Division bought a new position in shares of JPMorgan Income ETF during the 4th quarter worth approximately $35,000. Finally, Total Investment Management Inc. purchased a new stake in JPMorgan Income ETF during the second quarter valued at approximately $37,000.

JPMorgan Income ETF Stock Performance

Shares of JPIE opened at $45.94 on Tuesday. JPMorgan Income ETF has a twelve month low of $45.01 and a twelve month high of $46.61. The company has a 50 day moving average of $46.29 and a two-hundred day moving average of $46.33.

JPMorgan Income ETF Increases Dividend

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

JPMorgan Income ETF Profile

(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.