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

Aprio 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 		$1.12M Sell
24,283
-1,682
-6% -$77.4K 0.06% 216
2026
Q1 		$1.2M Buy
25,965
+2,321
+10% +$107K 0.07% 175
2025
Q4 		$1.09M Buy
+23,644
New +$1.1M 0.06% 182

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

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

Aprio Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 6.5% in Q2 2026, selling an estimated $77.4K and leaving 24,283 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #216.

Aprio Wealth Management first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q1 2026. 244 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Aprio Wealth Management held 24,283 shares of JPMorgan Income ETF worth $1.12M as of Q2 2026.
  • Aprio Wealth Management sold 1,682 JPMorgan Income ETF shares in Q2 2026, an estimated $77.4K.
  • JPMorgan Income ETF made up 0.06% of Aprio Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Aprio Wealth Management first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Aprio Wealth Management's JPMorgan Income ETF position peaked at $1.2M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.