Essential Partners’s JPMorgan Income ETF JPIE Stock Holding History

Essential 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 Q1	–	Sell	-54	Closed	-$2.5K	–	2931
2025 Q4	$2.5K	Buy	+54	New	+$2.5K	﹤0.01%	1726

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Essential Partners's JPIE Position: Q1 2026 in Review

Essential Partners sold out of JPMorgan Income ETF (JPIE) in Q1 2026, closing a stake of 54 shares — an estimated $2.5K sold.

Essential Partners first reported a position in JPIE in Q4 2025 and held it in 1 quarter. The position peaked at $2.5K in Q4 2025. 449 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Essential Partners reported no remaining JPMorgan Income ETF position as of Q1 2026 after selling out during the quarter.
Essential Partners sold 54 JPMorgan Income ETF shares in Q1 2026, an estimated $2.5K.
Essential Partners first reported a position in JPMorgan Income ETF in Q4 2025 and held it in 1 quarter.
Essential Partners's JPMorgan Income ETF position peaked at $2.5K in Q4 2025.
449 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.