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

Medallion 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	$133K	Sell	2,850 -45,560	-94%	-$2.1M	0.04%	301
2026 Q1	$2.23M	Buy	48,410 +21,285	+78%	+$985K	0.73%	30
2025 Q4	$1.26M	Buy	27,125 +16,230	+149%	+$752K	0.42%	59
2025 Q3	$506K	Buy	10,895 +5,310	+95%	+$246K	0.18%	123
2025 Q2	$258K	Buy	5,585 +4,180	+298%	+$192K	0.1%	194
2025 Q1	$64.5K	Buy	1,405 +905	+181%	+$41.5K	0.03%	378
2024 Q4	$22.8K	Buy	+500	New	+$22.9K	0.01%	540

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

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

Medallion Wealth Advisors reduced its JPMorgan Income ETF (JPIE) stake by 94% in Q2 2026, selling an estimated $2.1M and leaving 2,850 shares worth $133K. The position accounts for 0.04% of the portfolio, ranked #301.

Medallion Wealth Advisors first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.23M in Q1 2026. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Medallion Wealth Advisors held 2,850 shares of JPMorgan Income ETF worth $133K as of Q2 2026.
Medallion Wealth Advisors sold 45,560 JPMorgan Income ETF shares in Q2 2026, an estimated $2.1M.
JPMorgan Income ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #301 holding.
Medallion Wealth Advisors first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's JPMorgan Income ETF position peaked at $2.23M in Q1 2026.
479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.