Investment Planning Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Investment Planning 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	$890K	Buy	19,321 +949	+5%	+$43.7K	0.21%	49
2026 Q1	$846K	Sell	18,372 -1,642	-8%	-$76K	0.23%	45
2025 Q4	$926K	Sell	20,014 -161	-0.8%	-$7.46K	0.27%	39
2025 Q3	$936K	Sell	20,175 -302	-1%	-$14K	0.29%	36
2025 Q2	$948K	Sell	20,477 -205,692	-91%	-$9.42M	0.34%	30
2025 Q1	$10.4M	Buy	226,169 +5,897	+3%	+$271K	4.23%	8
2024 Q4	$10M	Buy	220,272 +97,886	+80%	+$4.49M	4.39%	9
2024 Q3	$5.56M	Hold	122,386	–	–	2.84%	14
2024 Q2	$5.56M	Buy	+122,386	New	+$5.53M	2.84%	14

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

Investment Planning Advisors's JPIE Position: Q2 2026 in Review

Investment Planning Advisors increased its JPMorgan Income ETF (JPIE) stake by 5.2% in Q2 2026, buying an estimated $43.7K and bringing the position to 19,321 shares worth $890K. The position accounts for 0.21% of the portfolio, ranked #49.

Investment Planning Advisors first reported a position in JPIE in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.4M in Q1 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Investment Planning Advisors held 19,321 shares of JPMorgan Income ETF worth $890K as of Q2 2026.
Investment Planning Advisors bought 949 JPMorgan Income ETF shares in Q2 2026, an estimated $43.7K.
JPMorgan Income ETF made up 0.21% of Investment Planning Advisors's portfolio in Q2 2026, its #49 holding.
Investment Planning Advisors first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's JPMorgan Income ETF position peaked at $10.4M in Q1 2025.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.