Journey Strategic Wealth’s JPMorgan Income ETF JPIE Stock Holding History

Journey Strategic 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	$8.99M	Buy	195,143 +2,824	+1%	+$131K	0.22%	34
2025 Q4	$8.9M	Sell	192,319 -37,132	-16%	-$1.72M	0.23%	34
2025 Q3	$10.6M	Buy	229,451 +14,184	+7%	+$657K	0.3%	31
2025 Q2	$9.97M	Buy	215,267 +40,523	+23%	+$1.86M	0.32%	28
2025 Q1	$8.05M	Sell	174,744 -119,812	-41%	-$5.5M	0.28%	27
2024 Q4	$13.4M	Buy	294,556 +35,692	+14%	+$1.64M	0.5%	16
2024 Q3	$12M	Buy	258,864 +152,780	+144%	+$7.01M	0.44%	17
2024 Q2	$4.82M	Buy	106,084 +13,019	+14%	+$589K	0.2%	28
2024 Q1	$4.24M	Buy	+93,065	New	+$4.23M	0.19%	27

Other funds holding JPIE

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Journey Strategic Wealth's JPIE Position: Q1 2026 in Review

Journey Strategic Wealth increased its JPMorgan Income ETF (JPIE) stake by 1.5% in Q1 2026, buying an estimated $131K and bringing the position to 195,143 shares worth $8.99M. The position accounts for 0.22% of the portfolio, ranked #34.

Journey Strategic Wealth first reported a position in JPIE in Q1 2024 and has held it in 9 quarters since. The position peaked at $13.4M in Q4 2024. 446 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Journey Strategic Wealth held 195,143 shares of JPMorgan Income ETF worth $8.99M as of Q1 2026.
Journey Strategic Wealth bought 2,824 JPMorgan Income ETF shares in Q1 2026, an estimated $131K.
JPMorgan Income ETF made up 0.22% of Journey Strategic Wealth's portfolio in Q1 2026, its #34 holding.
Journey Strategic Wealth first reported a position in JPMorgan Income ETF in Q1 2024 and has held it in 9 quarters since.
Journey Strategic Wealth's JPMorgan Income ETF position peaked at $13.4M in Q4 2024.
446 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.