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Chokshi & Queen Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Chokshi & Queen Wealth Advisors’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 		$374K Buy
8,129
+3,175
+64% +$146K 0.17% 44
2026
Q1 		$228K Buy
+4,954
New +$229K 0.12% 59

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

Chokshi & Queen Wealth Advisors's JPIE Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors increased its JPMorgan Income ETF (JPIE) stake by 64% in Q2 2026, buying an estimated $146K and bringing the position to 8,129 shares worth $374K. The position accounts for 0.17% of the portfolio, ranked #44.

Chokshi & Queen Wealth Advisors first reported a position in JPIE in Q1 2026 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Chokshi & Queen Wealth Advisors held 8,129 shares of JPMorgan Income ETF worth $374K as of Q2 2026.
  • Chokshi & Queen Wealth Advisors bought 3,175 JPMorgan Income ETF shares in Q2 2026, an estimated $146K.
  • JPMorgan Income ETF made up 0.17% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in JPMorgan Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.