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Integrated Wealth Concepts’s JPMorgan Income ETF JPIE Stock Holding History

Integrated Wealth Concepts’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 		$17.5M Buy
379,655
+20,899
+6% +$962K 0.09% 227
2026
Q1 		$16.5M Buy
+358,756
New +$16.6M 0.13% 150
2025
Q4 		– Sell
-234,806
Closed -$10.9M – 1853
2025
Q3 		$10.9M Buy
234,806
+190,069
+425% +$8.8M 0.1% 196
2025
Q2 		$2.07M Buy
44,737
+1,549
+4% +$71K 0.02% 604
2025
Q1 		$1.99M Buy
43,188
+3,038
+8% +$139K 0.02% 579
2024
Q4 		$1.83M Buy
40,150
+4,791
+14% +$220K 0.02% 595
2024
Q3 		$1.64M Sell
35,359
-154
-0.4% -$7.07K 0.02% 599
2024
Q2 		$1.61M Sell
35,513
-276
-0.8% -$12.5K 0.02% 583
2024
Q1 		$1.63M Buy
35,789
+9,147
+34% +$416K 0.02% 580
2023
Q4 		$1.22M Buy
26,642
+484
+2% +$21.6K 0.02% 648
2023
Q3 		$1.16M Buy
+26,158
New +$1.17M 0.02% 632

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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Concepts's JPIE Position: Q2 2026 in Review

Integrated Wealth Concepts increased its JPMorgan Income ETF (JPIE) stake by 5.8% in Q2 2026, buying an estimated $962K and bringing the position to 379,655 shares worth $17.5M. The position accounts for 0.09% of the portfolio, ranked #227.

Integrated Wealth Concepts first reported a position in JPIE in Q3 2023 and has held it in 11 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Integrated Wealth Concepts held 379,655 shares of JPMorgan Income ETF worth $17.5M as of Q2 2026.
  • Integrated Wealth Concepts bought 20,899 JPMorgan Income ETF shares in Q2 2026, an estimated $962K.
  • JPMorgan Income ETF made up 0.09% of Integrated Wealth Concepts's portfolio in Q2 2026, its #227 holding.
  • Integrated Wealth Concepts first reported a position in JPMorgan Income ETF in Q3 2023 and has held it in 11 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.