Axis Wealth Partners’s JPMorgan Income ETF JPIE Stock Holding History

Axis Wealth Partners’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	$746K	Sell	16,203 -159	-1%	-$7.32K	0.36%	71
2026 Q1	$754K	Buy	16,362 +572	+4%	+$26.5K	0.4%	69
2025 Q4	$731K	Buy	15,790 +457	+3%	+$21.2K	0.4%	67
2025 Q3	$712K	Buy	15,333 +1,776	+13%	+$82.2K	0.42%	68
2025 Q2	$628K	Sell	13,557 -1,194	-8%	-$54.7K	0.41%	66
2025 Q1	$680K	Buy	14,751 +3,264	+28%	+$150K	0.5%	57
2024 Q4	$524K	Buy	+11,487	New	+$527K	0.44%	66

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

Axis Wealth Partners's JPIE Position: Q2 2026 in Review

Axis Wealth Partners reduced its JPMorgan Income ETF (JPIE) stake by 0.97% in Q2 2026, selling an estimated $7.32K and leaving 16,203 shares worth $746K. The position accounts for 0.36% of the portfolio, ranked #71.

Axis Wealth Partners first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $754K in Q1 2026. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Axis Wealth Partners held 16,203 shares of JPMorgan Income ETF worth $746K as of Q2 2026.
Axis Wealth Partners sold 159 JPMorgan Income ETF shares in Q2 2026, an estimated $7.32K.
JPMorgan Income ETF made up 0.36% of Axis Wealth Partners's portfolio in Q2 2026, its #71 holding.
Axis Wealth Partners first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's JPMorgan Income ETF position peaked at $754K in Q1 2026.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.