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

Balboa 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 		$530K Buy
11,503
+1,137
+11% +$52.3K 0.07% 231
2026
Q1 		$478K Buy
10,366
+4,556
+78% +$211K 0.08% 204
2025
Q4 		$269K Buy
+5,810
New +$269K 0.04% 313

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

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

Balboa Wealth Partners increased its JPMorgan Income ETF (JPIE) stake by 11% in Q2 2026, buying an estimated $52.3K and bringing the position to 11,503 shares worth $530K. The position accounts for 0.07% of the portfolio, ranked #231.

Balboa Wealth Partners first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Balboa Wealth Partners held 11,503 shares of JPMorgan Income ETF worth $530K as of Q2 2026.
  • Balboa Wealth Partners bought 1,137 JPMorgan Income ETF shares in Q2 2026, an estimated $52.3K.
  • JPMorgan Income ETF made up 0.07% of Balboa Wealth Partners's portfolio in Q2 2026, its #231 holding.
  • Balboa Wealth Partners first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.