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Independent Wealth Network’s JPMorgan Income ETF JPIE Stock Holding History

Independent Wealth Network’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 		– Sell
-13,561
Closed -$628K – 323
2025
Q4 		$628K Sell
13,561
-295
-2% -$13.7K 0.19% 131
2025
Q3 		$643K Buy
13,856
+346
+3% +$16K 0.21% 119
2025
Q2 		$626K Buy
13,510
+835
+7% +$38.3K 0.23% 112
2025
Q1 		$584K Sell
12,675
-265
-2% -$12.2K 0.23% 110
2024
Q4 		$590K Buy
12,940
+616
+5% +$28.2K 0.24% 105
2024
Q3 		$572K Buy
+12,324
New +$565K 0.25% 109

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

Independent Wealth Network's JPIE Position: Q1 2026 in Review

Independent Wealth Network sold out of JPMorgan Income ETF (JPIE) in Q1 2026, closing a stake of 13,561 shares — an estimated $628K sold.

Independent Wealth Network first reported a position in JPIE in Q3 2024 and held it in 6 quarters. The position peaked at $643K in Q3 2025. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Independent Wealth Network reported no remaining JPMorgan Income ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Wealth Network sold 13,561 JPMorgan Income ETF shares in Q1 2026, an estimated $628K.
  • Independent Wealth Network first reported a position in JPMorgan Income ETF in Q3 2024 and held it in 6 quarters.
  • Independent Wealth Network's JPMorgan Income ETF position peaked at $643K in Q3 2025.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.