Accurate Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Accurate Wealth Management’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	$1.4M	Sell	30,624 -44	-0.1%	-$2.02K	0.13%	171
2026 Q1	$1.41M	Buy	30,668 +6,113	+25%	+$283K	0.17%	135
2025 Q4	$1.14M	Buy	24,555 +3,664	+18%	+$170K	0.14%	161
2025 Q3	$967K	Sell	20,891 -1,083	-5%	-$50.1K	0.13%	169
2025 Q2	$1.01M	Buy	21,974 +5,455	+33%	+$250K	0.16%	146
2025 Q1	$745K	Buy	+16,519	New	+$758K	0.14%	151

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Accurate Wealth Management's JPIE Position: Q2 2026 in Review

Accurate Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 0.14% in Q2 2026, selling an estimated $2.02K and leaving 30,624 shares worth $1.4M. The position accounts for 0.13% of the portfolio, ranked #171.

Accurate Wealth Management first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.41M in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Accurate Wealth Management held 30,624 shares of JPMorgan Income ETF worth $1.4M as of Q2 2026.
Accurate Wealth Management sold 44 JPMorgan Income ETF shares in Q2 2026, an estimated $2.02K.
JPMorgan Income ETF made up 0.13% of Accurate Wealth Management's portfolio in Q2 2026, its #171 holding.
Accurate Wealth Management first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
Accurate Wealth Management's JPMorgan Income ETF position peaked at $1.41M in Q1 2026.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.