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

LifeGoal 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	$5.46M	Sell	118,529 -8,144	-6%	-$375K	2.5%	9
2026 Q1	$5.82M	Sell	126,673 -9,029	-7%	-$418K	3.33%	8
2025 Q4	$6.3M	Buy	135,702 +29,275	+28%	+$1.36M	4.2%	7
2025 Q3	$4.94M	Buy	106,427 +7,235	+7%	+$335K	4.1%	7
2025 Q2	$4.59M	Buy	99,192 +1,587	+2%	+$72.7K	4.37%	7
2025 Q1	$4.5M	Buy	97,605 +16,373	+20%	+$751K	4.86%	6
2024 Q4	$3.71M	Buy	+81,232	New	+$3.72M	4.02%	7

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LifeGoal Wealth Advisors reduced its JPMorgan Income ETF (JPIE) stake by 6.4% in Q2 2026, selling an estimated $375K and leaving 118,529 shares worth $5.46M. The position accounts for 2.5% of the portfolio, ranked #9.

LifeGoal Wealth Advisors first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.3M in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

LifeGoal Wealth Advisors held 118,529 shares of JPMorgan Income ETF worth $5.46M as of Q2 2026.
LifeGoal Wealth Advisors sold 8,144 JPMorgan Income ETF shares in Q2 2026, an estimated $375K.
JPMorgan Income ETF made up 2.5% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #9 holding.
LifeGoal Wealth Advisors first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
LifeGoal Wealth Advisors's JPMorgan Income ETF position peaked at $6.3M in Q4 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.