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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
Q2 		– Sell
-25,352
Closed -$1.17M – 77
2026
Q1 		$1.17M Buy
+25,352
New +$1.17M 0.21% 48

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

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

Heirloom Wealth Management sold out of JPMorgan Income ETF (JPIE) in Q2 2026, closing a stake of 25,352 shares — an estimated $1.17M sold.

Heirloom Wealth Management first reported a position in JPIE in Q1 2026 and held it in 1 quarter. The position peaked at $1.17M in Q1 2026. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Heirloom Wealth Management reported no remaining JPMorgan Income ETF position as of Q2 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 25,352 JPMorgan Income ETF shares in Q2 2026, an estimated $1.17M.
  • Heirloom Wealth Management first reported a position in JPMorgan Income ETF in Q1 2026 and held it in 1 quarter.
  • Heirloom Wealth Management's JPMorgan Income ETF position peaked at $1.17M in Q1 2026.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.