FSM Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

FSM Wealth Advisors’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	$456K	Buy	9,892 +1,774	+22%	+$81.6K	0.05%	198
2026 Q1	$374K	Sell	8,118 -764	-9%	-$35.4K	0.05%	204
2025 Q4	$411K	Sell	8,882 -2,098	-19%	-$97.2K	0.06%	188
2025 Q3	$510K	Hold	10,980	–	–	0.07%	172
2025 Q2	$506K	Hold	10,980	–	–	0.08%	153
2025 Q1	$506K	Buy	10,980 +53	+0.5%	+$2.43K	0.11%	106
2024 Q4	$500K	Hold	10,927	–	–	0.12%	97
2024 Q3	$507K	Hold	10,927	–	–	0.13%	94
2024 Q2	$497K	Hold	10,927	–	–	0.17%	84
2024 Q1	$498K	Buy	10,927 +28	+0.3%	+$1.27K	0.18%	88
2023 Q4	$497K	Buy	10,899 +1,627	+18%	+$72.6K	0.21%	82
2023 Q3	$412K	Hold	9,272	–	–	0.21%	88
2023 Q2	$417K	Buy	9,272 +23	+0.2%	+$1.05K	0.21%	95
2023 Q1	$423K	Buy	9,249 +2,225	+32%	+$101K	0.25%	88
2022 Q4	$317K	Hold	7,024	–	–	0.23%	101
2022 Q3	$311K	Buy	7,024 +2,098	+43%	+$96.7K	0.26%	97
2022 Q2	$231K	Buy	+4,926	New	+$232K	0.23%	101

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

FSM Wealth Advisors's JPIE Position: Q2 2026 in Review

FSM Wealth Advisors increased its JPMorgan Income ETF (JPIE) stake by 22% in Q2 2026, buying an estimated $81.6K and bringing the position to 9,892 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #198.

FSM Wealth Advisors first reported a position in JPIE in Q2 2022 and has held it in 17 quarters since. The position peaked at $510K in Q3 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

FSM Wealth Advisors held 9,892 shares of JPMorgan Income ETF worth $456K as of Q2 2026.
FSM Wealth Advisors bought 1,774 JPMorgan Income ETF shares in Q2 2026, an estimated $81.6K.
JPMorgan Income ETF made up 0.05% of FSM Wealth Advisors's portfolio in Q2 2026, its #198 holding.
FSM Wealth Advisors first reported a position in JPMorgan Income ETF in Q2 2022 and has held it in 17 quarters since.
FSM Wealth Advisors's JPMorgan Income ETF position peaked at $510K in Q3 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.