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Greenwich Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Greenwich Wealth 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 		$18.3M Buy
398,349
+52,159
+15% +$2.4M 0.67% 27
2026
Q1 		$15.9M Sell
346,190
-3,205
-0.9% -$148K 0.65% 28
2025
Q4 		$16.2M Buy
349,395
+67,368
+24% +$3.12M 0.72% 28
2025
Q3 		$13.1M Buy
282,027
+154,595
+121% +$7.16M 0.65% 24
2025
Q2 		$5.9M Buy
127,432
+79,648
+167% +$3.65M 0.29% 43
2025
Q1 		$2.2M Buy
47,784
+27,151
+132% +$1.25M 0.17% 74
2024
Q4 		$941K Buy
+20,633
New +$946K 0.07% 122

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

Greenwich Wealth Management's JPIE Position: Q2 2026 in Review

Greenwich Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 15% in Q2 2026, buying an estimated $2.4M and bringing the position to 398,349 shares worth $18.3M. The position accounts for 0.67% of the portfolio, ranked #27.

Greenwich Wealth Management first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Greenwich Wealth Management held 398,349 shares of JPMorgan Income ETF worth $18.3M as of Q2 2026.
  • Greenwich Wealth Management bought 52,159 JPMorgan Income ETF shares in Q2 2026, an estimated $2.4M.
  • JPMorgan Income ETF made up 0.67% of Greenwich Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Greenwich Wealth Management first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

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