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Action Point Financial Planning’s JPMorgan Income ETF JPIE Stock Holding History

Action Point Financial Planning’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 		$805K Buy
+17,491
New +$805K 0.08% 190

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

Action Point Financial Planning's JPIE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 17,491 shares worth $805K. The stake represents 0.08% of the portfolio and ranks #190 among its holdings.

475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Action Point Financial Planning held 17,491 shares of JPMorgan Income ETF worth $805K as of Q2 2026.
  • JPMorgan Income ETF was a new Action Point Financial Planning position in Q2 2026.
  • JPMorgan Income ETF made up 0.08% of Action Point Financial Planning's portfolio in Q2 2026, its #190 holding.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.