Atlantic Private Wealth’s JPMorgan Income ETF JPIE Stock Holding History

Atlantic Private 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	$358K	Hold	7,773	–	–	0.22%	46
2026 Q1	$358K	Hold	7,773	–	–	0.23%	42
2025 Q4	$360K	Hold	7,773	–	–	0.23%	45
2025 Q3	$361K	Hold	7,773	–	–	0.23%	36
2025 Q2	$360K	Hold	7,773	–	–	0.24%	36
2025 Q1	$358K	Hold	7,773	–	–	0.26%	44
2024 Q4	$355K	Hold	7,773	–	–	0.27%	32
2024 Q3	$361K	Hold	7,773	–	–	0.27%	31
2024 Q2	$353K	Hold	7,773	–	–	0.29%	29
2024 Q1	$354K	Hold	7,773	–	–	0.29%	29
2023 Q4	$355K	Hold	7,773	–	–	0.32%	28
2023 Q3	$345K	Hold	7,773	–	–	0.35%	26
2023 Q2	$351K	Buy	+7,773	New	+$354K	0.36%	24

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

Atlantic Private Wealth's JPIE Position: Q2 2026 in Review

Atlantic Private Wealth held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 7,773 shares worth $358K. The position accounts for 0.22% of the portfolio, ranked #46.

Atlantic Private Wealth first reported a position in JPIE in Q2 2023 and has held it in 13 quarters since. The position peaked at $361K in Q3 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Atlantic Private Wealth held 7,773 shares of JPMorgan Income ETF worth $358K as of Q2 2026.
Atlantic Private Wealth left its JPMorgan Income ETF share count unchanged in Q2 2026.
JPMorgan Income ETF made up 0.22% of Atlantic Private Wealth's portfolio in Q2 2026, its #46 holding.
Atlantic Private Wealth first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 13 quarters since.
Atlantic Private Wealth's JPMorgan Income ETF position peaked at $361K in Q3 2025.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.