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	2.93%	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	3.45%	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

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

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

Lineweaver Wealth Advisors reduced its JPMorgan Income ETF (JPIE) stake by 8.1% in Q2 2026, selling an estimated $2.18M and leaving 537,386 shares worth $24.7M. The position accounts for 2.93% of the portfolio, ranked #8.

Lineweaver Wealth Advisors first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.9M in Q1 2026. 476 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Lineweaver Wealth Advisors held 537,386 shares of JPMorgan Income ETF worth $24.7M as of Q2 2026.
Lineweaver Wealth Advisors sold 47,425 JPMorgan Income ETF shares in Q2 2026, an estimated $2.18M.
JPMorgan Income ETF made up 2.93% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Lineweaver Wealth Advisors first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
Lineweaver Wealth Advisors's JPMorgan Income ETF position peaked at $26.9M in Q1 2026.
476 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.