Bernardo Wealth Planning’s JPMorgan Income ETF JPIE Stock Holding History

Bernardo Wealth Planning’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	$17.1M	Buy	371,857 +63,279	+21%	+$2.91M	2.93%	11
2026 Q1	$14.2M	Buy	308,578 +12,087	+4%	+$560K	2.78%	13
2025 Q4	$13.7M	Buy	296,491 +10,569	+4%	+$490K	2.62%	13
2025 Q3	$13.3M	Buy	285,922 +66,039	+30%	+$3.06M	2.6%	13
2025 Q2	$10.2M	Buy	219,883 +11,113	+5%	+$509K	2.21%	13
2025 Q1	$9.62M	Buy	208,770 +7,303	+4%	+$335K	2.3%	15
2024 Q4	$9.16M	Buy	201,467 +14,523	+8%	+$666K	2.19%	17
2024 Q3	$8.61M	Buy	186,944 +23,469	+14%	+$1.08M	2.09%	16
2024 Q2	$7.43M	Buy	163,475 +23,851	+17%	+$1.08M	2%	15
2024 Q1	$6.36M	Buy	139,624 +15,410	+12%	+$700K	1.77%	15
2023 Q4	$5.67M	Buy	124,214 +23,274	+23%	+$1.04M	1.79%	16
2023 Q3	$4.48M	Buy	100,940 +6,677	+7%	+$299K	1.77%	16
2023 Q2	$4.26M	Buy	94,263 +11,136	+13%	+$507K	1.7%	16
2023 Q1	$3.81M	Buy	83,127 +3,975	+5%	+$181K	1.63%	16
2022 Q4	$3.57M	Buy	+79,152	New	+$3.55M	1.67%	16

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

Bernardo Wealth Planning's JPIE Position: Q2 2026 in Review

Bernardo Wealth Planning increased its JPMorgan Income ETF (JPIE) stake by 21% in Q2 2026, buying an estimated $2.91M and bringing the position to 371,857 shares worth $17.1M. The position accounts for 2.93% of the portfolio, ranked #11.

Bernardo Wealth Planning first reported a position in JPIE in Q4 2022 and has held it in 15 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Bernardo Wealth Planning held 371,857 shares of JPMorgan Income ETF worth $17.1M as of Q2 2026.
Bernardo Wealth Planning bought 63,279 JPMorgan Income ETF shares in Q2 2026, an estimated $2.91M.
JPMorgan Income ETF made up 2.93% of Bernardo Wealth Planning's portfolio in Q2 2026, its #11 holding.
Bernardo Wealth Planning first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 15 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.