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Beta Wealth Group’s JPMorgan Income ETF JPIE Stock Holding History

Beta Wealth Group’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 		$774K Buy
16,813
+314
+2% +$14.5K 0.29% 58
2026
Q1 		$760K Buy
16,499
+707
+4% +$32.7K 0.31% 56
2025
Q4 		$731K Buy
15,792
+391
+3% +$18.1K 0.29% 54
2025
Q3 		$715K Buy
+15,401
New +$713K 0.28% 56

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

Beta Wealth Group's JPIE Position: Q2 2026 in Review

Beta Wealth Group increased its JPMorgan Income ETF (JPIE) stake by 1.9% in Q2 2026, buying an estimated $14.5K and bringing the position to 16,813 shares worth $774K. The position accounts for 0.29% of the portfolio, ranked #58.

Beta Wealth Group first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Beta Wealth Group held 16,813 shares of JPMorgan Income ETF worth $774K as of Q2 2026.
  • Beta Wealth Group bought 314 JPMorgan Income ETF shares in Q2 2026, an estimated $14.5K.
  • JPMorgan Income ETF made up 0.29% of Beta Wealth Group's portfolio in Q2 2026, its #58 holding.
  • Beta Wealth Group first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.