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Ehrlich Financial Group’s JPMorgan Income ETF JPIE Stock Holding History

Ehrlich Financial Group’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 		$341K Sell
7,400
-800
-10% -$36.8K 0.18% 89
2026
Q1 		$378K Hold
8,200
– – 0.22% 85
2025
Q4 		$380K Buy
8,200
+2,100
+34% +$97.3K 0.22% 81
2025
Q3 		$283K Hold
6,100
– – 0.17% 91
2025
Q2 		$283K Hold
6,100
– – 0.18% 86
2025
Q1 		$281K Buy
6,100
+66
+1% +$3.03K 0.2% 87
2024
Q4 		$275K Hold
6,034
– – 0.2% 88
2024
Q3 		$280K Hold
6,034
– – 0.2% 79
2024
Q2 		$274K Buy
6,034
+1,155
+24% +$52.2K 0.22% 76
2024
Q1 		$222K Hold
4,879
– – 0.19% 89
2023
Q4 		$223K Buy
+4,879
New +$218K 0.22% 90

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

Ehrlich Financial Group's JPIE Position: Q2 2026 in Review

Ehrlich Financial Group reduced its JPMorgan Income ETF (JPIE) stake by 9.8% in Q2 2026, selling an estimated $36.8K and leaving 7,400 shares worth $341K. The position accounts for 0.18% of the portfolio, ranked #89.

Ehrlich Financial Group first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. The position peaked at $380K in Q4 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Ehrlich Financial Group held 7,400 shares of JPMorgan Income ETF worth $341K as of Q2 2026.
  • Ehrlich Financial Group sold 800 JPMorgan Income ETF shares in Q2 2026, an estimated $36.8K.
  • JPMorgan Income ETF made up 0.18% of Ehrlich Financial Group's portfolio in Q2 2026, its #89 holding.
  • Ehrlich Financial Group first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Ehrlich Financial Group's JPMorgan Income ETF position peaked at $380K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.