5W
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5T Wealth’s JPMorgan Income ETF JPIE Stock Holding History

5T Wealth’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 		$1.61M Sell
34,883
-2,533
-7% -$117K 0.6% 49
2026
Q1 		$1.72M Sell
37,416
-3,822
-9% -$177K 0.68% 43
2025
Q4 		$1.91M Sell
41,238
-2,442
-6% -$113K 0.76% 39
2025
Q3 		$2.03M Buy
43,680
+11,157
+34% +$517K 0.88% 37
2025
Q2 		$1.51M Sell
32,523
-8,512
-21% -$390K 0.72% 42
2025
Q1 		$1.89M Sell
41,035
-8
-0% -$367 1.01% 31
2024
Q4 		$1.87M Buy
+41,043
New +$1.88M 1.02% 30

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

5T Wealth's JPIE Position: Q2 2026 in Review

5T Wealth reduced its JPMorgan Income ETF (JPIE) stake by 6.8% in Q2 2026, selling an estimated $117K and leaving 34,883 shares worth $1.61M. The position accounts for 0.6% of the portfolio, ranked #49.

5T Wealth first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q3 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • 5T Wealth held 34,883 shares of JPMorgan Income ETF worth $1.61M as of Q2 2026.
  • 5T Wealth sold 2,533 JPMorgan Income ETF shares in Q2 2026, an estimated $117K.
  • JPMorgan Income ETF made up 0.6% of 5T Wealth's portfolio in Q2 2026, its #49 holding.
  • 5T Wealth first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 5T Wealth's JPMorgan Income ETF position peaked at $2.03M in Q3 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.