FH
JPIE icon

FWG Holdings’s JPMorgan Income ETF JPIE Stock Holding History

FWG Holdings’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 		$352K Sell
7,685
-10
-0.1% -$460 0.12% 102
2026
Q1 		$353K Sell
7,695
-3,079
-29% -$143K 0.13% 100
2025
Q4 		$501K Buy
10,774
+166
+2% +$7.69K 0.19% 89
2025
Q3 		$492K Buy
10,608
+176
+2% +$8.15K 0.21% 77
2025
Q2 		$482K Sell
10,432
-65
-0.6% -$2.98K 0.23% 75
2025
Q1 		$483K Buy
10,497
+275
+3% +$12.6K 0.24% 71
2024
Q4 		$468K Sell
10,222
-151
-1% -$6.92K 0.22% 70
2024
Q3 		$476K Sell
10,373
-123
-1% -$5.64K 0.24% 65
2024
Q2 		$480K Buy
10,496
+58
+0.6% +$2.62K 0.24% 64
2024
Q1 		$472K Buy
10,438
+228
+2% +$10.4K 0.25% 57
2023
Q4 		$464K Buy
10,210
+531
+5% +$23.7K 0.28% 54
2023
Q3 		$424K Buy
9,679
+30
+0.3% +$1.34K 0.28% 52
2023
Q2 		$433K Buy
9,649
+270
+3% +$12.3K 0.27% 52
2023
Q1 		$429K Buy
+9,379
New +$428K 0.31% 49

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

FWG Holdings's JPIE Position: Q2 2026 in Review

FWG Holdings reduced its JPMorgan Income ETF (JPIE) stake by 0.13% in Q2 2026, selling an estimated $460 and leaving 7,685 shares worth $352K. The position accounts for 0.12% of the portfolio, ranked #102.

FWG Holdings first reported a position in JPIE in Q1 2023 and has held it in 14 quarters since. The position peaked at $501K in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • FWG Holdings held 7,685 shares of JPMorgan Income ETF worth $352K as of Q2 2026.
  • FWG Holdings sold 10 JPMorgan Income ETF shares in Q2 2026, an estimated $460.
  • JPMorgan Income ETF made up 0.12% of FWG Holdings's portfolio in Q2 2026, its #102 holding.
  • FWG Holdings first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 14 quarters since.
  • FWG Holdings's JPMorgan Income ETF position peaked at $501K in Q4 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on FWG Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.