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

MN 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 		$2.18M Buy
47,396
+1,917
+4% +$88.2K 0.93% 21
2026
Q1 		$2.1M Sell
45,479
-11,835
-21% -$548K 1.02% 21
2025
Q4 		$2.65M Sell
57,314
-11,190
-16% -$518K 1.34% 17
2025
Q3 		$3.18M Buy
68,504
+5,684
+9% +$263K 1.7% 15
2025
Q2 		$2.91M Sell
62,820
-19,541
-24% -$895K 1.69% 13
2025
Q1 		$3.79M Buy
82,361
+11,081
+16% +$508K 2.23% 12
2024
Q4 		$3.25M Sell
71,280
-7,281
-9% -$334K 1.83% 15
2024
Q3 		$3.64M Buy
78,561
+5,130
+7% +$235K 2.07% 12
2024
Q2 		$3.34M Buy
73,431
+12,696
+21% +$574K 1.94% 12
2024
Q1 		$2.77M Buy
60,735
+4,496
+8% +$204K 1.71% 14
2023
Q4 		$2.57M Buy
+56,239
New +$2.51M 1.77% 12

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

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

MN Wealth Advisors increased its JPMorgan Income ETF (JPIE) stake by 4.2% in Q2 2026, buying an estimated $88.2K and bringing the position to 47,396 shares worth $2.18M. The position accounts for 0.93% of the portfolio, ranked #21.

MN Wealth Advisors first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.79M in Q1 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • MN Wealth Advisors held 47,396 shares of JPMorgan Income ETF worth $2.18M as of Q2 2026.
  • MN Wealth Advisors bought 1,917 JPMorgan Income ETF shares in Q2 2026, an estimated $88.2K.
  • JPMorgan Income ETF made up 0.93% of MN Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • MN Wealth Advisors first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
  • MN Wealth Advisors's JPMorgan Income ETF position peaked at $3.79M in Q1 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.