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

EPG 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 		$6.7M Buy
145,507
+11,849
+9% +$545K 1.61% 16
2026
Q1 		$6.16M Buy
133,658
+7,072
+6% +$327K 1.67% 14
2025
Q4 		$5.86M Buy
126,586
+11,577
+10% +$536K 1.58% 15
2025
Q3 		$5.34M Buy
115,009
+66,384
+137% +$3.07M 1.47% 16
2025
Q2 		$2.25M Buy
48,625
+879
+2% +$40.3K 0.68% 37
2025
Q1 		$2.2M Buy
47,746
+46,446
+3,573% +$2.13M 0.61% 34
2024
Q4 		$59.3K Buy
+1,300
New +$59.6K 0.02% 286

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

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

EPG Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 8.9% in Q2 2026, buying an estimated $545K and bringing the position to 145,507 shares worth $6.7M. The position accounts for 1.61% of the portfolio, ranked #16.

EPG Wealth Management first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • EPG Wealth Management held 145,507 shares of JPMorgan Income ETF worth $6.7M as of Q2 2026.
  • EPG Wealth Management bought 11,849 JPMorgan Income ETF shares in Q2 2026, an estimated $545K.
  • JPMorgan Income ETF made up 1.61% of EPG Wealth Management's portfolio in Q2 2026, its #16 holding.
  • EPG Wealth Management first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.