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Bartlett & Co Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Bartlett & Co 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 		$83.2K Hold
1,806
– – ﹤0.01% 658
2026
Q1 		$83K Sell
1,806
-800
-31% -$37K ﹤0.01% 602
2025
Q4 		$121K Hold
2,606
– – ﹤0.01% 525
2025
Q3 		$121K Hold
2,606
– – ﹤0.01% 523
2025
Q2 		$121K Buy
+2,606
New +$119K ﹤0.01% 513

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

Bartlett & Co Wealth Management's JPIE Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 1,806 shares worth $83.2K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Bartlett & Co Wealth Management first reported a position in JPIE in Q2 2025 and has held it in 5 quarters since. The position peaked at $121K in Q4 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,806 shares of JPMorgan Income ETF worth $83.2K as of Q2 2026.
  • Bartlett & Co Wealth Management left its JPMorgan Income ETF share count unchanged in Q2 2026.
  • JPMorgan Income ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #658 holding.
  • Bartlett & Co Wealth Management first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Bartlett & Co Wealth Management's JPMorgan Income ETF position peaked at $121K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.