Focus Partners Wealth
JPIE icon

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

Focus Partners Wealth’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 		$8.43M Buy
183,114
+2,957
+2% +$136K 0.01% 772
2026
Q1 		$8.3M Sell
180,157
-16,818
-9% -$779K 0.01% 777
2025
Q4 		$9.12M Buy
196,975
+69,456
+54% +$3.22M 0.01% 732
2025
Q3 		$5.92M Buy
127,519
+14,854
+13% +$688K 0.01% 704
2025
Q2 		$5.22M Buy
112,665
+12,675
+13% +$581K 0.01% 664
2025
Q1 		$4.61M Buy
99,990
+42,063
+73% +$1.93M 0.01% 646
2024
Q4 		$2.64M Buy
57,927
+1,777
+3% +$81.5K 0.01% 779
2024
Q3 		$2.6M Buy
56,150
+12,098
+27% +$555K 0.01% 714
2024
Q2 		$2M Buy
+44,052
New +$1.99M 0.01% 652

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

Focus Partners Wealth's JPIE Position: Q2 2026 in Review

Focus Partners Wealth increased its JPMorgan Income ETF (JPIE) stake by 1.6% in Q2 2026, buying an estimated $136K and bringing the position to 183,114 shares worth $8.43M. The position accounts for 0.01% of the portfolio, ranked #772.

Focus Partners Wealth first reported a position in JPIE in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.12M in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Focus Partners Wealth held 183,114 shares of JPMorgan Income ETF worth $8.43M as of Q2 2026.
  • Focus Partners Wealth bought 2,957 JPMorgan Income ETF shares in Q2 2026, an estimated $136K.
  • JPMorgan Income ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #772 holding.
  • Focus Partners Wealth first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's JPMorgan Income ETF position peaked at $9.12M in Q4 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.