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

Heirloom 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 Q1	$1.17M	Buy	+25,352	New	+$1.17M	0.21%	48

Other funds holding JPIE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heirloom Wealth Management's JPIE Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in JPMorgan Income ETF (JPIE) in Q1 2026: 25,352 shares worth $1.17M. The stake represents 0.21% of the portfolio and ranks #48 among its holdings.

445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Heirloom Wealth Management held 25,352 shares of JPMorgan Income ETF worth $1.17M as of Q1 2026.
JPMorgan Income ETF was a new Heirloom Wealth Management position in Q1 2026.
JPMorgan Income ETF made up 0.21% of Heirloom Wealth Management's portfolio in Q1 2026, its #48 holding.
445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.