Acumen Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Acumen Wealth Advisors’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	$747K	Buy	16,222 +13,774	+563%	+$634K	0.16%	79
2026 Q1	$113K	Buy	+2,448	New	+$113K	0.03%	119

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

Acumen Wealth Advisors's JPIE Position: Q2 2026 in Review

Acumen Wealth Advisors increased its JPMorgan Income ETF (JPIE) stake by 563% in Q2 2026, buying an estimated $634K and bringing the position to 16,222 shares worth $747K. The position accounts for 0.16% of the portfolio, ranked #79.

Acumen Wealth Advisors first reported a position in JPIE in Q1 2026 and has held it in 2 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Acumen Wealth Advisors held 16,222 shares of JPMorgan Income ETF worth $747K as of Q2 2026.
Acumen Wealth Advisors bought 13,774 JPMorgan Income ETF shares in Q2 2026, an estimated $634K.
JPMorgan Income ETF made up 0.16% of Acumen Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Acumen Wealth Advisors first reported a position in JPMorgan Income ETF in Q1 2026 and has held it in 2 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.