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Financial Gravity Companies’s JPMorgan Income ETF JPIE Stock Holding History

Financial Gravity Companies’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 		$507 Buy
+11
New +$506 ﹤0.01% 856
2025
Q2 		$11K Buy
+238
New +$10.9K ﹤0.01% 559
2024
Q4 		$10.9K Hold
238
– – ﹤0.01% 545
2024
Q3 		$11K Buy
+238
New +$10.9K ﹤0.01% 340

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Gravity Companies's JPIE Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 11 shares worth $507. The stake represents ﹤0.01% of the portfolio and ranks #856 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in JPIE as recently as Q2 2025.

Financial Gravity Companies first reported a position in JPIE in Q3 2024 and has held it in 4 quarters since. The position peaked at $11K in Q3 2024. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Financial Gravity Companies held 11 shares of JPMorgan Income ETF worth $507 as of Q2 2026.
  • JPMorgan Income ETF was a new Financial Gravity Companies position in Q2 2026.
  • JPMorgan Income ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #856 holding.
  • Financial Gravity Companies first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's JPMorgan Income ETF position peaked at $11K in Q3 2024.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.