GWMR
JPIE icon

GC Wealth Management RIA’s JPMorgan Income ETF JPIE Stock Holding History

GC Wealth Management RIA’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 		$412K Sell
8,937
-3,000
-25% -$138K 0.02% 362
2026
Q1 		$550K Buy
+11,937
New +$553K 0.02% 331

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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GC Wealth Management RIA's JPIE Position: Q2 2026 in Review

GC Wealth Management RIA reduced its JPMorgan Income ETF (JPIE) stake by 25% in Q2 2026, selling an estimated $138K and leaving 8,937 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #362.

GC Wealth Management RIA first reported a position in JPIE in Q1 2026 and has held it in 2 quarters since. The position peaked at $550K in Q1 2026. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • GC Wealth Management RIA held 8,937 shares of JPMorgan Income ETF worth $412K as of Q2 2026.
  • GC Wealth Management RIA sold 3,000 JPMorgan Income ETF shares in Q2 2026, an estimated $138K.
  • JPMorgan Income ETF made up 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #362 holding.
  • GC Wealth Management RIA first reported a position in JPMorgan Income ETF in Q1 2026 and has held it in 2 quarters since.
  • GC Wealth Management RIA's JPMorgan Income ETF position peaked at $550K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.