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

BankPlus 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	$9.47M	Buy	205,578 +4,536	+2%	+$209K	4.26%	3
2026 Q1	$9.26M	Buy	201,042 +22,396	+13%	+$1.04M	4.79%	3
2025 Q4	$8.27M	Buy	178,646 +12,701	+8%	+$588K	4.56%	3
2025 Q3	$7.7M	Buy	165,945 +12,369	+8%	+$573K	4.54%	3
2025 Q2	$7.11M	Buy	153,576 +5,945	+4%	+$272K	4.72%	3
2025 Q1	$6.8M	Buy	147,631 +8,323	+6%	+$382K	5%	3
2024 Q4	$6.36M	Buy	+139,308	New	+$6.39M	4.74%	3

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

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

BankPlus Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 2.3% in Q2 2026, buying an estimated $209K and bringing the position to 205,578 shares worth $9.47M. The position accounts for 4.26% of the portfolio, ranked #3.

BankPlus Wealth Management first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

BankPlus Wealth Management held 205,578 shares of JPMorgan Income ETF worth $9.47M as of Q2 2026.
BankPlus Wealth Management bought 4,536 JPMorgan Income ETF shares in Q2 2026, an estimated $209K.
JPMorgan Income ETF made up 4.26% of BankPlus Wealth Management's portfolio in Q2 2026, its #3 holding.
BankPlus Wealth Management first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.