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FAS Wealth Partners’s JPMorgan Income ETF JPIE Stock Holding History

FAS Wealth 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 		$17.2K Sell
374
-48
-11% -$2.22K ﹤0.01% 443
2025
Q4 		$19.5K Buy
+422
New +$19.6K ﹤0.01% 439

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

FAS Wealth Partners's JPIE Position: Q1 2026 in Review

FAS Wealth Partners reduced its JPMorgan Income ETF (JPIE) stake by 11% in Q1 2026, selling an estimated $2.22K and leaving 374 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

FAS Wealth Partners first reported a position in JPIE in Q4 2025 and has held it in 2 quarters since. The position peaked at $19.5K in Q4 2025. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • FAS Wealth Partners held 374 shares of JPMorgan Income ETF worth $17.2K as of Q1 2026.
  • FAS Wealth Partners sold 48 JPMorgan Income ETF shares in Q1 2026, an estimated $2.22K.
  • JPMorgan Income ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #443 holding.
  • FAS Wealth Partners first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 2 quarters since.
  • FAS Wealth Partners's JPMorgan Income ETF position peaked at $19.5K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.