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Bogart Wealth LLC’s JPMorgan Income ETF JPIE Stock Holding History

Bogart Wealth LLC’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 		$54.5K Buy
1,184
+654
+123% +$30.1K ﹤0.01% 518
2026
Q1 		$24.4K Buy
530
+30
+6% +$1.39K ﹤0.01% 674
2025
Q4 		$23.1K Buy
+500
New +$23.2K ﹤0.01% 641

Other funds holding JPIE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Bogart Wealth LLC's JPIE Position: Q2 2026 in Review

Bogart Wealth LLC increased its JPMorgan Income ETF (JPIE) stake by 123% in Q2 2026, buying an estimated $30.1K and bringing the position to 1,184 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Bogart Wealth LLC first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Bogart Wealth LLC held 1,184 shares of JPMorgan Income ETF worth $54.5K as of Q2 2026.
  • Bogart Wealth LLC bought 654 JPMorgan Income ETF shares in Q2 2026, an estimated $30.1K.
  • JPMorgan Income ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #518 holding.
  • Bogart Wealth LLC first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

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