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Heritage Oak Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Heritage Oak Wealth Advisors’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 		$204K Buy
+4,440
New +$204K 0.06% 100
2025
Q3 		– Sell
-27,859
Closed -$1.29M – 86
2025
Q2 		$1.29M Buy
+27,859
New +$1.28M 0.5% 31

Other funds holding JPIE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Heritage Oak Wealth Advisors's JPIE Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 4,440 shares worth $204K. The stake represents 0.06% of the portfolio and ranks #100 among its holdings. This is a return to the name: Heritage Oak Wealth Advisors previously reported a position in JPIE as recently as Q2 2025.

Heritage Oak Wealth Advisors first reported a position in JPIE in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.29M in Q2 2025. 168 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Heritage Oak Wealth Advisors held 4,440 shares of JPMorgan Income ETF worth $204K as of Q2 2026.
  • JPMorgan Income ETF was a new Heritage Oak Wealth Advisors position in Q2 2026.
  • JPMorgan Income ETF made up 0.06% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Heritage Oak Wealth Advisors first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 2 quarters since.
  • Heritage Oak Wealth Advisors's JPMorgan Income ETF position peaked at $1.29M in Q2 2025.
  • 168 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.