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Lake Street Private Wealth’s JPMorgan Income ETF JPIE Stock Holding History

Lake Street Private 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 		– Sell
-5,008
Closed -$232K – 288
2025
Q4 		$232K Buy
5,008
+33
+0.7% +$1.53K 0.03% 250
2025
Q3 		$231K Buy
4,975
+192
+4% +$8.89K 0.03% 249
2025
Q2 		$222K Sell
4,783
-909
-16% -$41.6K 0.03% 240
2025
Q1 		$262K Buy
5,692
+779
+16% +$35.7K 0.04% 212
2024
Q4 		$224K Buy
4,913
+125
+3% +$5.73K 0.04% 224
2024
Q3 		$222K Sell
4,788
-944
-16% -$43.3K 0.04% 234
2024
Q2 		$261K Sell
5,732
-5,934
-51% -$268K 0.03% 277
2024
Q1 		$532K Sell
11,666
-65
-0.6% -$2.95K 0.07% 221
2023
Q4 		$535K Buy
11,731
+637
+6% +$28.4K 0.08% 206
2023
Q3 		$492K Buy
+11,094
New +$497K 0.09% 185

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 $1.47T 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 $17.8B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $13.3B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return