First Heartland Consultants’s JPMorgan Income ETF JPIE Stock Holding History

First Heartland Consultants’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	$1.66M	Buy	35,945 +631	+2%	+$29K	0.11%	156
2026 Q1	$1.63M	Buy	35,314 +8,295	+31%	+$384K	0.13%	145
2025 Q4	$1.25M	Buy	27,019 +2,954	+12%	+$137K	0.09%	159
2025 Q3	$1.12M	Buy	24,065 +3,080	+15%	+$143K	0.09%	166
2025 Q2	$972K	Buy	+20,985	New	+$961K	0.09%	169
2024 Q4	–	Sell	-11,699	Closed	-$543K	–	481
2024 Q3	$543K	Sell	11,699 -38,023	-76%	-$1.74M	0.06%	226
2024 Q2	$2.26M	Sell	49,722 -512	-1%	-$23.2K	0.16%	100
2024 Q1	$2.29M	Buy	50,234 +2,674	+6%	+$121K	0.24%	102
2023 Q4	$2.17M	Buy	47,560 +5,848	+14%	+$261K	0.26%	90
2023 Q3	$1.85M	Buy	41,712 +571	+1%	+$25.6K	0.23%	99
2023 Q2	$1.86M	Buy	41,141 +1,335	+3%	+$60.8K	0.24%	94
2023 Q1	$1.82M	Buy	+39,806	New	+$1.81M	0.27%	89

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

First Heartland Consultants's JPIE Position: Q2 2026 in Review

First Heartland Consultants increased its JPMorgan Income ETF (JPIE) stake by 1.8% in Q2 2026, buying an estimated $29K and bringing the position to 35,945 shares worth $1.66M. The position accounts for 0.11% of the portfolio, ranked #156.

First Heartland Consultants first reported a position in JPIE in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.29M in Q1 2024. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

First Heartland Consultants held 35,945 shares of JPMorgan Income ETF worth $1.66M as of Q2 2026.
First Heartland Consultants bought 631 JPMorgan Income ETF shares in Q2 2026, an estimated $29K.
JPMorgan Income ETF made up 0.11% of First Heartland Consultants's portfolio in Q2 2026, its #156 holding.
First Heartland Consultants first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 12 quarters since.
First Heartland Consultants's JPMorgan Income ETF position peaked at $2.29M in Q1 2024.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.