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 Q2	$6.96M	Sell	151,244 -112	-0.1%	-$5.16K	2.06%	13
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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Etesian Wealth Advisors's JPIE Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its JPMorgan Income ETF (JPIE) stake by 0.07% in Q2 2026, selling an estimated $5.16K and leaving 151,244 shares worth $6.96M. The position accounts for 2.06% of the portfolio, ranked #13.

Etesian Wealth Advisors first reported a position in JPIE in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.97M in Q1 2026. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Etesian Wealth Advisors held 151,244 shares of JPMorgan Income ETF worth $6.96M as of Q2 2026.
Etesian Wealth Advisors sold 112 JPMorgan Income ETF shares in Q2 2026, an estimated $5.16K.
JPMorgan Income ETF made up 2.06% of Etesian Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Etesian Wealth Advisors first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 8 quarters since.
Etesian Wealth Advisors's JPMorgan Income ETF position peaked at $6.97M in Q1 2026.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.