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 Q2	$467K	Sell	10,148 -114	-1%	-$5.25K	0.29%	82
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 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 22.9% 1-Year Est. Return

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

Mascagni Wealth Management's JPIE Position: Q2 2026 in Review

Mascagni Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 1.1% in Q2 2026, selling an estimated $5.25K and leaving 10,148 shares worth $467K. The position accounts for 0.29% of the portfolio, ranked #82.

Mascagni Wealth Management first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $519K in Q1 2025. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Mascagni Wealth Management held 10,148 shares of JPMorgan Income ETF worth $467K as of Q2 2026.
Mascagni Wealth Management sold 114 JPMorgan Income ETF shares in Q2 2026, an estimated $5.25K.
JPMorgan Income ETF made up 0.29% of Mascagni Wealth Management's portfolio in Q2 2026, its #82 holding.
Mascagni Wealth Management first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
Mascagni Wealth Management's JPMorgan Income ETF position peaked at $519K in Q1 2025.
479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.