Financial Gravity Asset Management’s JPMorgan Income ETF JPIE Stock Holding History

Financial Gravity Asset Management’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	$507	Sell	11 -227	-95%	-$10.5K	﹤0.01%	801
2025 Q4	$11K	Hold	238	–	–	﹤0.01%	465
2025 Q3	$11K	Buy	+238	New	+$11K	﹤0.01%	544
2025 Q1	$11K	Buy	+238	New	+$10.9K	﹤0.01%	581
2024 Q2	$25.9K	Buy	+569	New	+$25.7K	0.01%	354

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

Financial Gravity Asset Management's JPIE Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its JPMorgan Income ETF (JPIE) stake by 95% in Q1 2026, selling an estimated $10.5K and leaving 11 shares worth $507. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Financial Gravity Asset Management first reported a position in JPIE in Q2 2024 and has held it in 5 quarters since. The position peaked at $25.9K in Q2 2024. 449 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Financial Gravity Asset Management held 11 shares of JPMorgan Income ETF worth $507 as of Q1 2026.
Financial Gravity Asset Management sold 227 JPMorgan Income ETF shares in Q1 2026, an estimated $10.5K.
JPMorgan Income ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #801 holding.
Financial Gravity Asset Management first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 5 quarters since.
Financial Gravity Asset Management's JPMorgan Income ETF position peaked at $25.9K in Q2 2024.
449 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.