MOS
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MGO One Seven’s JPMorgan Income ETF JPIE Stock Holding History

MGO One Seven’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 		$9.58M Buy
208,086
+26,217
+14% +$1.21M 0.16% 151
2026
Q1 		$8.38M Buy
181,869
+99,475
+121% +$4.61M 0.17% 141
2025
Q4 		$3.81M Buy
82,394
+61,007
+285% +$2.83M 0.08% 291
2025
Q3 		$993K Buy
21,387
+6,446
+43% +$298K 0.02% 589
2025
Q2 		$692K Buy
14,941
+10,252
+219% +$470K 0.02% 605
2025
Q1 		$216K Hold
4,689
– – 0.01% 995
2024
Q4 		$214K Sell
4,689
-2,577
-35% -$118K 0.01% 990
2024
Q3 		$337K Buy
+7,266
New +$333K 0.01% 725

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MGO One Seven's JPIE Position: Q2 2026 in Review

MGO One Seven increased its JPMorgan Income ETF (JPIE) stake by 14% in Q2 2026, buying an estimated $1.21M and bringing the position to 208,086 shares worth $9.58M. The position accounts for 0.16% of the portfolio, ranked #151.

MGO One Seven first reported a position in JPIE in Q3 2024 and has held it in 8 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • MGO One Seven held 208,086 shares of JPMorgan Income ETF worth $9.58M as of Q2 2026.
  • MGO One Seven bought 26,217 JPMorgan Income ETF shares in Q2 2026, an estimated $1.21M.
  • JPMorgan Income ETF made up 0.16% of MGO One Seven's portfolio in Q2 2026, its #151 holding.
  • MGO One Seven first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.