Daymark Wealth Partners’s JPMorgan Income ETF JPIE Stock Holding History

Daymark Wealth Partners’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	$9.01M	Buy	195,698 +30,021	+18%	+$1.38M	0.22%	92
2026 Q1	$7.63M	Sell	165,677 -34,406	-17%	-$1.59M	0.24%	79
2025 Q4	$9.26M	Sell	200,083 -49,024	-20%	-$2.27M	0.3%	65
2025 Q3	$11.6M	Buy	249,107 +18,302	+8%	+$847K	0.39%	52
2025 Q2	$10.7M	Sell	230,805 -72,535	-24%	-$3.32M	0.41%	51
2025 Q1	$14M	Buy	303,340 +75,340	+33%	+$3.46M	0.6%	43
2024 Q4	$10.4M	Sell	228,000 -14,171	-6%	-$650K	0.44%	47
2024 Q3	$11.2M	Buy	242,171 +72,902	+43%	+$3.34M	0.48%	50
2024 Q2	$7.69M	Buy	169,269 +35,630	+27%	+$1.61M	0.35%	62
2024 Q1	$6.09M	Buy	133,639 +20,110	+18%	+$914K	0.33%	75
2023 Q4	$5.18M	Buy	113,529 +151	+0.1%	+$6.74K	0.32%	76
2023 Q3	$5.03M	Buy	113,378 +58,590	+107%	+$2.62M	0.35%	67
2023 Q2	$2.48M	Buy	54,788 +49,538	+944%	+$2.26M	0.18%	104
2023 Q1	$240K	Buy	+5,250	New	+$239K	0.03%	257

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

Daymark Wealth Partners's JPIE Position: Q2 2026 in Review

Daymark Wealth Partners increased its JPMorgan Income ETF (JPIE) stake by 18% in Q2 2026, buying an estimated $1.38M and bringing the position to 195,698 shares worth $9.01M. The position accounts for 0.22% of the portfolio, ranked #92.

Daymark Wealth Partners first reported a position in JPIE in Q1 2023 and has held it in 14 quarters since. The position peaked at $14M in Q1 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Daymark Wealth Partners held 195,698 shares of JPMorgan Income ETF worth $9.01M as of Q2 2026.
Daymark Wealth Partners bought 30,021 JPMorgan Income ETF shares in Q2 2026, an estimated $1.38M.
JPMorgan Income ETF made up 0.22% of Daymark Wealth Partners's portfolio in Q2 2026, its #92 holding.
Daymark Wealth Partners first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 14 quarters since.
Daymark Wealth Partners's JPMorgan Income ETF position peaked at $14M in Q1 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.