CAWM
JPIE icon

Capital Advisors Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Capital Advisors 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 		$32.8M Buy
712,743
+55,788
+8% +$2.57M 3.85% 7
2026
Q1 		$30.3M Buy
656,955
+8,225
+1% +$381K 4.06% 6
2025
Q4 		$30M Buy
648,730
+112,666
+21% +$5.22M 4.09% 6
2025
Q3 		$24.9M Buy
536,064
+18,907
+4% +$875K 3.55% 8
2025
Q2 		$24M Buy
517,157
+44,018
+9% +$2.02M 3.76% 7
2025
Q1 		$21.8M Buy
473,139
+2,257
+0.5% +$104K 3.85% 6
2024
Q4 		$21.5M Sell
470,882
-19
-0% -$871 3.82% 7
2024
Q3 		$21.8M Sell
470,901
-18,436
-4% -$846K 4.02% 8
2024
Q2 		$22.2M Buy
489,337
+2,527
+0.5% +$114K 4.4% 7
2024
Q1 		$22.2M Buy
486,810
+69,528
+17% +$3.16M 4.6% 7
2023
Q4 		$19M Sell
417,282
-39,284
-9% -$1.75M 4.34% 7
2023
Q3 		$20.3M Buy
456,566
+72,142
+19% +$3.23M 5.29% 6
2023
Q2 		$17.4M Buy
384,424
+12,297
+3% +$560K 4.45% 7
2023
Q1 		$17M Buy
372,127
+1,068
+0.3% +$48.7K 4.71% 5
2022
Q4 		$16.7M Buy
371,059
+29,175
+9% +$1.31M 5.07% 5
2022
Q3 		$15.1M Sell
341,884
-2,536
-0.7% -$117K 5.03% 4
2022
Q2 		$15.8M Buy
344,420
+330
+0.1% +$15.5K 5.13% 5
2022
Q1 		$16.5M Buy
+344,090
New +$16.9M 5.05% 4

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

Capital Advisors Wealth Management's JPIE Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 8.5% in Q2 2026, buying an estimated $2.57M and bringing the position to 712,743 shares worth $32.8M. The position accounts for 3.85% of the portfolio, ranked #7.

Capital Advisors Wealth Management first reported a position in JPIE in Q1 2022 and has held it in 18 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Capital Advisors Wealth Management held 712,743 shares of JPMorgan Income ETF worth $32.8M as of Q2 2026.
  • Capital Advisors Wealth Management bought 55,788 JPMorgan Income ETF shares in Q2 2026, an estimated $2.57M.
  • JPMorgan Income ETF made up 3.85% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Capital Advisors Wealth Management first reported a position in JPMorgan Income ETF in Q1 2022 and has held it in 18 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.