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Castle Rock Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Castle Rock 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 		$2.65M Buy
57,766
+1,337
+2% +$61.5K 0.52% 58
2026
Q1 		$2.59M Buy
56,429
+6,390
+13% +$296K 0.56% 51
2025
Q4 		$2.32M Buy
+50,039
New +$2.32M 0.5% 55

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

Castle Rock Wealth Management's JPIE Position: Q2 2026 in Review

Castle Rock Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 2.4% in Q2 2026, buying an estimated $61.5K and bringing the position to 57,766 shares worth $2.65M. The position accounts for 0.52% of the portfolio, ranked #58.

Castle Rock Wealth Management first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. 476 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Castle Rock Wealth Management held 57,766 shares of JPMorgan Income ETF worth $2.65M as of Q2 2026.
  • Castle Rock Wealth Management bought 1,337 JPMorgan Income ETF shares in Q2 2026, an estimated $61.5K.
  • JPMorgan Income ETF made up 0.52% of Castle Rock Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Castle Rock Wealth Management first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 476 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.