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Legacy Wealth Management (Idaho)’s JPMorgan Income ETF JPIE Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-3,038
Closed -$140K – 590
2026
Q1 		$140K Hold
3,038
– – 0.07% 143
2025
Q4 		$141K Hold
3,038
– – 0.07% 123
2025
Q3 		$141K Sell
3,038
-278
-8% -$12.9K 0.06% 109
2025
Q2 		$154K Sell
3,316
-35,758
-92% -$1.64M 0.08% 84
2025
Q1 		$1.8M Sell
39,074
-36,015
-48% -$1.65M 1.27% 22
2024
Q4 		$3.44M Sell
75,089
-8,556
-10% -$392K 2.2% 14
2024
Q3 		$3.82M Buy
+83,645
New +$3.84M 2.23% 13

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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s JPIE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of JPMorgan Income ETF (JPIE) in Q2 2026, closing a stake of 3,038 shares — an estimated $140K sold.

Legacy Wealth Management (Idaho) first reported a position in JPIE in Q3 2024 and held it in 7 quarters. The position peaked at $3.82M in Q3 2024. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining JPMorgan Income ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 3,038 JPMorgan Income ETF shares in Q2 2026, an estimated $140K.
  • Legacy Wealth Management (Idaho) first reported a position in JPMorgan Income ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s JPMorgan Income ETF position peaked at $3.82M in Q3 2024.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.