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 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 22.9% 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

Lake Street Private Wealth's JPIE Position: Q1 2026 in Review

Lake Street Private Wealth sold out of JPMorgan Income ETF (JPIE) in Q1 2026, closing a stake of 5,008 shares — an estimated $232K sold.

Lake Street Private Wealth first reported a position in JPIE in Q3 2023 and held it in 10 quarters. The position peaked at $535K in Q4 2023. 449 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Lake Street Private Wealth reported no remaining JPMorgan Income ETF position as of Q1 2026 after selling out during the quarter.
Lake Street Private Wealth sold 5,008 JPMorgan Income ETF shares in Q1 2026, an estimated $232K.
Lake Street Private Wealth first reported a position in JPMorgan Income ETF in Q3 2023 and held it in 10 quarters.
Lake Street Private Wealth's JPMorgan Income ETF position peaked at $535K in Q4 2023.
449 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.