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

BNB 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 		$3.17M Sell
68,866
-9,777
-12% -$450K 1.73% 23
2026
Q1 		$3.62M Buy
78,643
+3,352
+4% +$155K 2.33% 18
2025
Q4 		$3.49M Buy
+75,291
New +$3.49M 2.25% 18

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

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

BNB Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 12% in Q2 2026, selling an estimated $450K and leaving 68,866 shares worth $3.17M. The position accounts for 1.73% of the portfolio, ranked #23.

BNB Wealth Management first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.62M in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • BNB Wealth Management held 68,866 shares of JPMorgan Income ETF worth $3.17M as of Q2 2026.
  • BNB Wealth Management sold 9,777 JPMorgan Income ETF shares in Q2 2026, an estimated $450K.
  • JPMorgan Income ETF made up 1.73% of BNB Wealth Management's portfolio in Q2 2026, its #23 holding.
  • BNB Wealth Management first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • BNB Wealth Management's JPMorgan Income ETF position peaked at $3.62M in Q1 2026.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on BNB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.