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

Axxcess 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 		$9.5M Buy
206,221
+19,885
+11% +$915K 0.15% 138
2026
Q1 		$8.58M Buy
186,336
+16,250
+10% +$752K 0.28% 83
2025
Q4 		$7.87M Buy
170,086
+83,484
+96% +$3.87M 0.14% 149
2025
Q3 		$4.02M Buy
86,602
+10,956
+14% +$507K 0.09% 192
2025
Q2 		$3.5M Sell
75,646
-26,008
-26% -$1.19M 0.08% 190
2025
Q1 		$4.68M Buy
101,654
+68,071
+203% +$3.12M 0.12% 141
2024
Q4 		$1.53M Sell
33,583
-3,359
-9% -$154K 0.04% 331
2024
Q3 		$1.71M Sell
36,942
-7,979
-18% -$366K 0.04% 295
2024
Q2 		$2.04M Sell
44,921
-31,440
-41% -$1.42M 0.05% 251
2024
Q1 		$3.48M Sell
76,361
-4,883
-6% -$222K 0.1% 171
2023
Q4 		$3.71M Buy
81,244
+55,450
+215% +$2.47M 0.11% 155
2023
Q3 		$1.15M Buy
25,794
+13,544
+111% +$607K 0.04% 296
2023
Q2 		$554K Buy
+12,250
New +$558K 0.04% 333

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Axxcess Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 11% in Q2 2026, buying an estimated $915K and bringing the position to 206,221 shares worth $9.5M. The position accounts for 0.15% of the portfolio, ranked #138.

Axxcess Wealth Management first reported a position in JPIE in Q2 2023 and has held it in 13 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Axxcess Wealth Management held 206,221 shares of JPMorgan Income ETF worth $9.5M as of Q2 2026.
  • Axxcess Wealth Management bought 19,885 JPMorgan Income ETF shares in Q2 2026, an estimated $915K.
  • JPMorgan Income ETF made up 0.15% of Axxcess Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Axxcess Wealth Management first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

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