Kingsview Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Kingsview Wealth Management’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	$4.32M	Buy	93,820 +17,447	+23%	+$803K	0.05%	344
2026 Q1	$3.52M	Sell	76,373 -41,240	-35%	-$1.91M	0.05%	378
2025 Q4	$5.44M	Buy	117,613 +16,992	+17%	+$787K	0.08%	263
2025 Q3	$4.67M	Sell	100,621 -201,932	-67%	-$9.35M	0.07%	278
2025 Q2	$14M	Buy	302,553 +56,760	+23%	+$2.6M	0.24%	74
2025 Q1	$11.3M	Buy	245,793 +208,841	+565%	+$9.58M	0.21%	93
2024 Q4	$1.69M	Buy	+36,952	New	+$1.69M	0.03%	424

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

Kingsview Wealth Management's JPIE Position: Q2 2026 in Review

Kingsview Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 23% in Q2 2026, buying an estimated $803K and bringing the position to 93,820 shares worth $4.32M. The position accounts for 0.05% of the portfolio, ranked #344.

Kingsview Wealth Management first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $14M in Q2 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Kingsview Wealth Management held 93,820 shares of JPMorgan Income ETF worth $4.32M as of Q2 2026.
Kingsview Wealth Management bought 17,447 JPMorgan Income ETF shares in Q2 2026, an estimated $803K.
JPMorgan Income ETF made up 0.05% of Kingsview Wealth Management's portfolio in Q2 2026, its #344 holding.
Kingsview Wealth Management first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
Kingsview Wealth Management's JPMorgan Income ETF position peaked at $14M in Q2 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.