KWA
JPIE icon

Kingswood Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Kingswood Wealth 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
Q1 		$5.81M Buy
126,169
+9,360
+8% +$433K 0.28% 79
2025
Q4 		$5.41M Buy
116,809
+10,463
+10% +$485K 0.26% 91
2025
Q3 		$4.94M Buy
106,346
+76,868
+261% +$3.56M 0.3% 81
2025
Q2 		$1.37M Buy
29,478
+18,733
+174% +$858K 0.11% 203
2025
Q1 		$495K Sell
10,745
-36,176
-77% -$1.66M 0.05% 398
2024
Q4 		$2.14M Sell
46,921
-5,249
-10% -$241K 0.16% 142
2024
Q3 		$2.42M Buy
+52,170
New +$2.39M 0.17% 131

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

Kingswood Wealth Advisors's JPIE Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its JPMorgan Income ETF (JPIE) stake by 8% in Q1 2026, buying an estimated $433K and bringing the position to 126,169 shares worth $5.81M. The position accounts for 0.28% of the portfolio, ranked #79.

Kingswood Wealth Advisors first reported a position in JPIE in Q3 2024 and has held it in 7 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Kingswood Wealth Advisors held 126,169 shares of JPMorgan Income ETF worth $5.81M as of Q1 2026.
  • Kingswood Wealth Advisors bought 9,360 JPMorgan Income ETF shares in Q1 2026, an estimated $433K.
  • JPMorgan Income ETF made up 0.28% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #79 holding.
  • Kingswood Wealth Advisors first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.