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

AE 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	$12.4K	Sell	268 -848	-76%	-$39K	﹤0.01%	2344
2026 Q1	$51.4K	Buy	1,116 +509	+84%	+$23.6K	﹤0.01%	1950
2025 Q4	$28.1K	Buy	607 +192	+46%	+$8.89K	﹤0.01%	1958
2025 Q3	$19.3K	Buy	415 +253	+156%	+$11.7K	﹤0.01%	1899
2025 Q2	$7.5K	Hold	162	–	–	﹤0.01%	1912
2025 Q1	$7.46K	Hold	162	–	–	﹤0.01%	1891
2024 Q4	$7.39K	Buy	+162	New	+$7.43K	﹤0.01%	1872
2024 Q1	–	Sell	-23,078	Closed	-$1.05M	–	1599
2023 Q4	$1.05M	Buy	23,078 +8,191	+55%	+$365K	0.01%	1136
2023 Q3	$661K	Buy	14,887 +2,646	+22%	+$119K	﹤0.01%	1255
2023 Q2	$553K	Buy	+12,241	New	+$557K	﹤0.01%	1336

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

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

AE Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 76% in Q2 2026, selling an estimated $39K and leaving 268 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

AE Wealth Management first reported a position in JPIE in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.05M in Q4 2023. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

AE Wealth Management held 268 shares of JPMorgan Income ETF worth $12.4K as of Q2 2026.
AE Wealth Management sold 848 JPMorgan Income ETF shares in Q2 2026, an estimated $39K.
JPMorgan Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2344 holding.
AE Wealth Management first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 10 quarters since.
AE Wealth Management's JPMorgan Income ETF position peaked at $1.05M in Q4 2023.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

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