GeoWealth Management’s JPMorgan Income ETF JPIE Stock Holding History

GeoWealth 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	$226K	Buy	4,903 +491	+11%	+$22.6K	0.01%	746
2026 Q1	$203K	Sell	4,412 -1,162	-21%	-$53.8K	0.01%	721
2025 Q4	$258K	Sell	5,574 -2,064	-27%	-$95.6K	0.01%	606
2025 Q3	$354K	Sell	7,638 -1,365	-15%	-$63.2K	0.01%	536
2025 Q2	$417K	Sell	9,003 -1,419	-14%	-$65K	0.02%	447
2025 Q1	$480K	Buy	10,422 +1,121	+12%	+$51.4K	0.02%	425
2024 Q4	$424K	Sell	9,301 -3,023	-25%	-$139K	0.01%	510
2024 Q3	$572K	Sell	12,324 -287	-2%	-$13.2K	0.02%	440
2024 Q2	$573K	Buy	12,611 +1,953	+18%	+$88.3K	0.02%	395
2024 Q1	$486K	Sell	10,658 -4,150	-28%	-$189K	0.02%	442
2023 Q4	$676K	Buy	14,808 +882	+6%	+$39.4K	0.06%	276
2023 Q3	$618K	Buy	13,926 +3,547	+34%	+$159K	0.07%	189
2023 Q2	$469K	Buy	+10,379	New	+$473K	0.05%	176

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

GeoWealth Management's JPIE Position: Q2 2026 in Review

GeoWealth Management increased its JPMorgan Income ETF (JPIE) stake by 11% in Q2 2026, buying an estimated $22.6K and bringing the position to 4,903 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #746.

GeoWealth Management first reported a position in JPIE in Q2 2023 and has held it in 13 quarters since. The position peaked at $676K in Q4 2023. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

GeoWealth Management held 4,903 shares of JPMorgan Income ETF worth $226K as of Q2 2026.
GeoWealth Management bought 491 JPMorgan Income ETF shares in Q2 2026, an estimated $22.6K.
JPMorgan Income ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #746 holding.
GeoWealth Management first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 13 quarters since.
GeoWealth Management's JPMorgan Income ETF position peaked at $676K in Q4 2023.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.