Highline Wealth Partners’s JPMorgan Income ETF JPIE Stock Holding History

Highline Wealth Partners’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	-324	Closed	-$14.9K	–	1458
2026 Q1	$14.9K	Buy	+324	New	+$15K	﹤0.01%	358
2024 Q2	–	Sell	-23	Closed	-$1.06K	–	576
2024 Q1	$1.06K	Hold	23	–	–	﹤0.01%	372
2023 Q4	$1.04K	Hold	23	–	–	﹤0.01%	339
2023 Q3	$999	Buy	23 +1	+5%	+$45	﹤0.01%	312
2023 Q2	$1K	Buy	+22	New	+$1K	﹤0.01%	269
2023 Q1	–	Sell	-16,665	Closed	-$752K	–	343
2022 Q4	$752K	Buy	+16,665	New	+$746K	0.55%	52

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Highline Wealth Partners's JPIE Position: Q2 2026 in Review

Highline Wealth Partners sold out of JPMorgan Income ETF (JPIE) in Q2 2026, closing a stake of 324 shares — an estimated $14.9K sold.

Highline Wealth Partners first reported a position in JPIE in Q4 2022 and held it in 6 quarters. The position peaked at $752K in Q4 2022. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Highline Wealth Partners reported no remaining JPMorgan Income ETF position as of Q2 2026 after selling out during the quarter.
Highline Wealth Partners sold 324 JPMorgan Income ETF shares in Q2 2026, an estimated $14.9K.
Highline Wealth Partners first reported a position in JPMorgan Income ETF in Q4 2022 and held it in 6 quarters.
Highline Wealth Partners's JPMorgan Income ETF position peaked at $752K in Q4 2022.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.