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High Note Wealth’s JPMorgan Income ETF JPIE Stock Holding History

High Note Wealth’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 		$76.9K Hold
1,669
– – 0.02% 168
2025
Q4 		$77.3K Buy
+1,669
New +$77.3K 0.02% 165

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

High Note Wealth's JPIE Position: Q1 2026 in Review

High Note Wealth held its JPMorgan Income ETF (JPIE) position steady in Q1 2026 at 1,669 shares worth $76.9K. The position accounts for 0.02% of the portfolio, ranked #168.

High Note Wealth first reported a position in JPIE in Q4 2025 and has held it in 2 quarters since. The position peaked at $77.3K in Q4 2025. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • High Note Wealth held 1,669 shares of JPMorgan Income ETF worth $76.9K as of Q1 2026.
  • High Note Wealth left its JPMorgan Income ETF share count unchanged in Q1 2026.
  • JPMorgan Income ETF made up 0.02% of High Note Wealth's portfolio in Q1 2026, its #168 holding.
  • High Note Wealth first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 2 quarters since.
  • High Note Wealth's JPMorgan Income ETF position peaked at $77.3K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.