Bridgewealth Advisory Group’s JPMorgan Income ETF JPIE Stock Holding History

Bridgewealth Advisory 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	$12.2M	Buy	265,243 +19,365	+8%	+$891K	2.31%	16
2026 Q1	$11.3M	Buy	245,878 +30,440	+14%	+$1.41M	2.35%	14
2025 Q4	$9.97M	Buy	215,438 +82,327	+62%	+$3.81M	2.2%	14
2025 Q3	$6.18M	Buy	133,111 +9,355	+8%	+$433K	1.43%	22
2025 Q2	$5.73M	Buy	123,756 +100,314	+428%	+$4.6M	1.45%	21
2025 Q1	$1.08M	Sell	23,442 -101,463	-81%	-$4.66M	1.42%	23
2024 Q4	$5.72M	Buy	124,905 +19,958	+19%	+$915K	1.62%	22
2024 Q3	$4.87M	Buy	104,947 +16,116	+18%	+$739K	1.77%	20
2024 Q2	$4.04M	Buy	88,831 +20,849	+31%	+$943K	1.79%	22
2024 Q1	$3.1M	Buy	67,982 +56,539	+494%	+$2.57M	1.52%	23
2023 Q4	$522K	Buy	+11,443	New	+$511K	0.4%	42

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

Bridgewealth Advisory Group's JPIE Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its JPMorgan Income ETF (JPIE) stake by 7.9% in Q2 2026, buying an estimated $891K and bringing the position to 265,243 shares worth $12.2M. The position accounts for 2.31% of the portfolio, ranked #16.

Bridgewealth Advisory Group first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Bridgewealth Advisory Group held 265,243 shares of JPMorgan Income ETF worth $12.2M as of Q2 2026.
Bridgewealth Advisory Group bought 19,365 JPMorgan Income ETF shares in Q2 2026, an estimated $891K.
JPMorgan Income ETF made up 2.31% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #16 holding.
Bridgewealth Advisory Group first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.