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

Other funds holding JPIE

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $392M AUM

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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.

184 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.
184 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.