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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
Q2 		$6.34M Buy
137,767
+11,598
+9% +$534K 0.26% 90
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 $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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kingswood Wealth Advisors's JPIE Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its JPMorgan Income ETF (JPIE) stake by 9.2% in Q2 2026, buying an estimated $534K and bringing the position to 137,767 shares worth $6.34M. The position accounts for 0.26% of the portfolio, ranked #90.

Kingswood Wealth Advisors first reported a position in JPIE in Q3 2024 and has held it in 8 quarters since. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Kingswood Wealth Advisors held 137,767 shares of JPMorgan Income ETF worth $6.34M as of Q2 2026.
  • Kingswood Wealth Advisors bought 11,598 JPMorgan Income ETF shares in Q2 2026, an estimated $534K.
  • JPMorgan Income ETF made up 0.26% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Kingswood Wealth Advisors first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.