AWM
JPIE icon

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

Activest 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 		– Sell
-10,771
Closed -$496K – 1435
2026
Q1 		$496K Hold
10,771
– – 0.09% 94
2025
Q4 		$499K Buy
10,771
+4,310
+67% +$200K 0.09% 93
2025
Q3 		$300K Buy
+6,461
New +$299K 0.06% 101

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

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

Activest Wealth Management sold out of JPMorgan Income ETF (JPIE) in Q2 2026, closing a stake of 10,771 shares — an estimated $496K sold.

Activest Wealth Management first reported a position in JPIE in Q3 2025 and held it in 3 quarters. The position peaked at $499K in Q4 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Activest Wealth Management reported no remaining JPMorgan Income ETF position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 10,771 JPMorgan Income ETF shares in Q2 2026, an estimated $496K.
  • Activest Wealth Management first reported a position in JPMorgan Income ETF in Q3 2025 and held it in 3 quarters.
  • Activest Wealth Management's JPMorgan Income ETF position peaked at $499K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.