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Cauble & Harre Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Cauble & Harre 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 		$4.78M Buy
103,709
+186
+0.2% +$8.56K 3.83% 7
2026
Q1 		$4.76M Buy
103,523
+933
+0.9% +$43.2K 3.79% 8
2025
Q4 		$4.77M Buy
+102,590
New +$4.75M 4% 8

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

Cauble & Harre Wealth Management's JPIE Position: Q2 2026 in Review

Cauble & Harre Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 0.18% in Q2 2026, buying an estimated $8.56K and bringing the position to 103,709 shares worth $4.78M. The position accounts for 3.83% of the portfolio, ranked #7.

Cauble & Harre Wealth Management first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Cauble & Harre Wealth Management held 103,709 shares of JPMorgan Income ETF worth $4.78M as of Q2 2026.
  • Cauble & Harre Wealth Management bought 186 JPMorgan Income ETF shares in Q2 2026, an estimated $8.56K.
  • JPMorgan Income ETF made up 3.83% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Cauble & Harre Wealth Management first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.