Echo Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Echo 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	$21.5M	Buy	466,277 +24,649	+6%	+$1.13M	10.96%	3
2026 Q1	$20.3M	Buy	441,628 +23,924	+6%	+$1.11M	11.71%	3
2025 Q4	$19.3M	Sell	417,704 -86,503	-17%	-$4.01M	11.29%	3
2025 Q3	$23.4M	Buy	504,207 +14,228	+3%	+$659K	13.66%	2
2025 Q2	$22.7M	Buy	489,979 +15,384	+3%	+$705K	13.91%	1
2025 Q1	$21.9M	Buy	474,595 +34,534	+8%	+$1.58M	14.77%	1
2024 Q4	$20.1M	Buy	440,061 +5,719	+1%	+$262K	13.87%	1
2024 Q3	$19.9M	Buy	434,342 +78,505	+22%	+$3.6M	13.95%	1
2024 Q2	$16.2M	Buy	355,837 +39,487	+12%	+$1.79M	12.19%	1
2024 Q1	$14.4M	Buy	316,350 +21,776	+7%	+$989K	11.95%	1
2023 Q4	$13.4M	Buy	+294,574	New	+$13.1M	12.48%	1

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

Echo Wealth Management's JPIE Position: Q2 2026 in Review

Echo Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 5.6% in Q2 2026, buying an estimated $1.13M and bringing the position to 466,277 shares worth $21.5M. The position accounts for 10.96% of the portfolio, ranked #3.

Echo Wealth Management first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.4M in Q3 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Echo Wealth Management held 466,277 shares of JPMorgan Income ETF worth $21.5M as of Q2 2026.
Echo Wealth Management bought 24,649 JPMorgan Income ETF shares in Q2 2026, an estimated $1.13M.
JPMorgan Income ETF made up 10.96% of Echo Wealth Management's portfolio in Q2 2026, its #3 holding.
Echo Wealth Management first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
Echo Wealth Management's JPMorgan Income ETF position peaked at $23.4M in Q3 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.