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Etesian Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Etesian Wealth Advisors’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 		$6.97M Buy
151,356
+2,342
+2% +$108K 2.22% 11
2025
Q4 		$6.9M Buy
149,014
+198
+0.1% +$9.17K 2.16% 11
2025
Q3 		$6.91M Buy
148,816
+22,880
+18% +$1.06M 2.28% 10
2025
Q2 		$5.83M Buy
125,936
+59,524
+90% +$2.73M 2.18% 12
2025
Q1 		$3.06M Buy
66,412
+26,779
+68% +$1.23M 1.32% 18
2024
Q4 		$1.81M Buy
39,633
+10,493
+36% +$481K 0.8% 30
2024
Q3 		$1.35M Buy
+29,140
New +$1.34M 0.61% 51

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Etesian Wealth Advisors's JPIE Position: Q1 2026 in Review

Etesian Wealth Advisors increased its JPMorgan Income ETF (JPIE) stake by 1.6% in Q1 2026, buying an estimated $108K and bringing the position to 151,356 shares worth $6.97M. The position accounts for 2.22% of the portfolio, ranked #11.

Etesian Wealth Advisors first reported a position in JPIE in Q3 2024 and has held it in 7 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Etesian Wealth Advisors held 151,356 shares of JPMorgan Income ETF worth $6.97M as of Q1 2026.
  • Etesian Wealth Advisors bought 2,342 JPMorgan Income ETF shares in Q1 2026, an estimated $108K.
  • JPMorgan Income ETF made up 2.22% of Etesian Wealth Advisors's portfolio in Q1 2026, its #11 holding.
  • Etesian Wealth Advisors first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.