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

Lineweaver 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	$24.7M	Sell	537,386 -47,425	-8%	-$2.18M	2.94%	8
2026 Q1	$26.9M	Buy	584,811 +34,637	+6%	+$1.6M	3.63%	7
2025 Q4	$25.5M	Buy	550,174 +20,107	+4%	+$932K	3.47%	8
2025 Q3	$24.6M	Buy	530,067 +27,372	+5%	+$1.27M	3.6%	7
2025 Q2	$23.3M	Buy	502,695 +34,481	+7%	+$1.58M	3.68%	7
2025 Q1	$21.6M	Buy	468,214 +157,279	+51%	+$7.22M	3.67%	7
2024 Q4	$14.2M	Buy	+310,935	New	+$14.3M	2.62%	8

Other funds holding JPIE

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return