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B. Riley Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

B. Riley Wealth Advisors’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 		$1.11M Buy
+24,057
New +$1.11M 0.06% 293
2025
Q2 		– Sell
-63,436
Closed -$2.92M – 1229
2025
Q1 		$2.92M Buy
+63,436
New +$2.91M 0.09% 237

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

B. Riley Wealth Advisors's JPIE Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 24,057 shares worth $1.11M. The stake represents 0.06% of the portfolio and ranks #293 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in JPIE as recently as Q1 2025.

B. Riley Wealth Advisors first reported a position in JPIE in Q1 2025 and has held it in 2 quarters since. The position peaked at $2.92M in Q1 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • B. Riley Wealth Advisors held 24,057 shares of JPMorgan Income ETF worth $1.11M as of Q2 2026.
  • JPMorgan Income ETF was a new B. Riley Wealth Advisors position in Q2 2026.
  • JPMorgan Income ETF made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #293 holding.
  • B. Riley Wealth Advisors first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 2 quarters since.
  • B. Riley Wealth Advisors's JPMorgan Income ETF position peaked at $2.92M in Q1 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.