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Alteri Wealth’s JPMorgan Income ETF JPIE Stock Holding History

Alteri Wealth’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 		$2.03M Buy
43,975
+3,430
+8% +$158K 0.56% 32
2026
Q1 		$1.87M Buy
40,545
+29,395
+264% +$1.36M 0.61% 27
2025
Q4 		$516K Buy
11,150
+2,655
+31% +$123K 0.17% 149
2025
Q3 		$394K Buy
8,495
+3,845
+83% +$178K 0.14% 176
2025
Q2 		$215K Buy
+4,650
New +$213K 0.08% 248

Other funds holding JPIE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Alteri Wealth's JPIE Position: Q2 2026 in Review

Alteri Wealth increased its JPMorgan Income ETF (JPIE) stake by 8.5% in Q2 2026, buying an estimated $158K and bringing the position to 43,975 shares worth $2.03M. The position accounts for 0.56% of the portfolio, ranked #32.

Alteri Wealth first reported a position in JPIE in Q2 2025 and has held it in 5 quarters since. 244 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Alteri Wealth held 43,975 shares of JPMorgan Income ETF worth $2.03M as of Q2 2026.
  • Alteri Wealth bought 3,430 JPMorgan Income ETF shares in Q2 2026, an estimated $158K.
  • JPMorgan Income ETF made up 0.56% of Alteri Wealth's portfolio in Q2 2026, its #32 holding.
  • Alteri Wealth first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 244 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.