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Mascagni Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Mascagni Wealth Management’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 		$473K Sell
10,262
-181
-2% -$8.38K 0.34% 75
2025
Q4 		$483K Buy
10,443
+125
+1% +$5.79K 0.36% 70
2025
Q3 		$479K Sell
10,318
-260
-2% -$12K 0.37% 69
2025
Q2 		$490K Sell
10,578
-688
-6% -$31.5K 0.42% 64
2025
Q1 		$519K Hold
11,266
– – 0.52% 60
2024
Q4 		$519K Buy
+11,266
New +$517K 0.52% 60

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mascagni Wealth Management's JPIE Position: Q1 2026 in Review

Mascagni Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 1.7% in Q1 2026, selling an estimated $8.38K and leaving 10,262 shares worth $473K. The position accounts for 0.34% of the portfolio, ranked #75.

Mascagni Wealth Management first reported a position in JPIE in Q4 2024 and has held it in 6 quarters since. The position peaked at $519K in Q1 2025. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Mascagni Wealth Management held 10,262 shares of JPMorgan Income ETF worth $473K as of Q1 2026.
  • Mascagni Wealth Management sold 181 JPMorgan Income ETF shares in Q1 2026, an estimated $8.38K.
  • JPMorgan Income ETF made up 0.34% of Mascagni Wealth Management's portfolio in Q1 2026, its #75 holding.
  • Mascagni Wealth Management first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Mascagni Wealth Management's JPMorgan Income ETF position peaked at $519K in Q1 2025.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Mascagni Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.