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

Altus 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	$2.48M	Sell	53,844 -715	-1%	-$32.9K	0.95%	9
2026 Q1	$2.51M	Buy	54,559 +2,465	+5%	+$114K	1.12%	9
2025 Q4	$2.41M	Buy	52,094 +11,142	+27%	+$516K	1.04%	10
2025 Q3	$1.9M	Buy	40,952 +751	+2%	+$34.8K	0.84%	10
2025 Q2	$1.86M	Buy	40,201 +419	+1%	+$19.2K	0.89%	10
2025 Q1	$1.83M	Buy	39,782 +1,828	+5%	+$83.9K	0.86%	15
2024 Q4	$1.73M	Buy	37,954 +2,370	+7%	+$109K	0.77%	15
2024 Q3	$1.65M	Buy	35,584 +6,220	+21%	+$285K	0.77%	14
2024 Q2	$1.33M	Sell	29,364 -343	-1%	-$15.5K	0.64%	15
2024 Q1	$1.35M	Buy	29,707 +13,621	+85%	+$619K	0.71%	13
2023 Q4	$734K	Buy	16,086 +625	+4%	+$27.9K	0.44%	15
2023 Q3	$686K	Buy	+15,461	New	+$693K	0.48%	17

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

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

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

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

Altus Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 1.3% in Q2 2026, selling an estimated $32.9K and leaving 53,844 shares worth $2.48M. The position accounts for 0.95% of the portfolio, ranked #9.

Altus Wealth Management first reported a position in JPIE in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.51M in Q1 2026. 244 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Altus Wealth Management held 53,844 shares of JPMorgan Income ETF worth $2.48M as of Q2 2026.
Altus Wealth Management sold 715 JPMorgan Income ETF shares in Q2 2026, an estimated $32.9K.
JPMorgan Income ETF made up 0.95% of Altus Wealth Management's portfolio in Q2 2026, its #9 holding.
Altus Wealth Management first reported a position in JPMorgan Income ETF in Q3 2023 and has held it in 12 quarters since.
Altus Wealth Management's JPMorgan Income ETF position peaked at $2.51M in Q1 2026.
244 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.