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FMA Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

FMA Wealth 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
Q2 		$12.5M Sell
272,348
-2,993
-1% -$138K 8.03% 3
2026
Q1 		$12.7M Buy
275,341
+2,756
+1% +$128K 8.44% 3
2025
Q4 		$12.6M Buy
272,585
+1,283
+0.5% +$59.4K 8.18% 4
2025
Q3 		$12.6M Buy
271,302
+9,044
+3% +$419K 8.64% 4
2025
Q2 		$12.1M Buy
262,258
+15,006
+6% +$688K 8.99% 5
2025
Q1 		$11.4M Buy
247,252
+1,959
+0.8% +$89.9K 8.77% 6
2024
Q4 		$11.2M Buy
245,293
+3,071
+1% +$141K 8.33% 6
2024
Q3 		$11.2M Buy
242,222
+76,807
+46% +$3.52M 8.15% 6
2024
Q2 		$7.52M Sell
165,415
-32,093
-16% -$1.45M 6.08% 6
2024
Q1 		$9.21M Buy
197,508
+44,065
+29% +$2M 7.63% 6
2023
Q4 		$7M Buy
+153,443
New +$6.85M 6.38% 6

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

FMA Wealth Management's JPIE Position: Q2 2026 in Review

FMA Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 1.1% in Q2 2026, selling an estimated $138K and leaving 272,348 shares worth $12.5M. The position accounts for 8.03% of the portfolio, ranked #3.

FMA Wealth Management first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.7M in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • FMA Wealth Management held 272,348 shares of JPMorgan Income ETF worth $12.5M as of Q2 2026.
  • FMA Wealth Management sold 2,993 JPMorgan Income ETF shares in Q2 2026, an estimated $138K.
  • JPMorgan Income ETF made up 8.03% of FMA Wealth Management's portfolio in Q2 2026, its #3 holding.
  • FMA Wealth Management first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
  • FMA Wealth Management's JPMorgan Income ETF position peaked at $12.7M in Q1 2026.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.