Fairway Wealth’s JPMorgan Income ETF JPIE Stock Holding History

Fairway Wealth’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	-444	Closed	-$20.6K	–	237
2025 Q4	$20.6K	Buy	+444	New	+$20.6K	0.01%	119

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

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

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

Fairway Wealth's JPIE Position: Q1 2026 in Review

Fairway Wealth sold out of JPMorgan Income ETF (JPIE) in Q1 2026, closing a stake of 444 shares — an estimated $20.6K sold.

Fairway Wealth first reported a position in JPIE in Q4 2025 and held it in 1 quarter. The position peaked at $20.6K in Q4 2025. 449 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Fairway Wealth reported no remaining JPMorgan Income ETF position as of Q1 2026 after selling out during the quarter.
Fairway Wealth sold 444 JPMorgan Income ETF shares in Q1 2026, an estimated $20.6K.
Fairway Wealth first reported a position in JPMorgan Income ETF in Q4 2025 and held it in 1 quarter.
Fairway Wealth's JPMorgan Income ETF position peaked at $20.6K in Q4 2025.
449 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

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