Essential Investment Partners’s JPMorgan Income ETF JPIE Stock Holding History

Essential Investment 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	$356K	Buy	+7,725	New	+$356K	0.29%	73

Other funds holding JPIE

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Essential Investment Partners's JPIE Position: Q2 2026 in Review

Essential Investment Partners opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 7,725 shares worth $356K. The stake represents 0.29% of the portfolio and ranks #73 among its holdings.

124 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Essential Investment Partners held 7,725 shares of JPMorgan Income ETF worth $356K as of Q2 2026.
JPMorgan Income ETF was a new Essential Investment Partners position in Q2 2026.
JPMorgan Income ETF made up 0.29% of Essential Investment Partners's portfolio in Q2 2026, its #73 holding.
124 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.