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

MorganRosel 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 		$5.44M Buy
118,201
+14,626
+14% +$673K 1.84% 18
2026
Q1 		$4.77M Sell
103,575
-56,220
-35% -$2.6M 1.88% 16
2025
Q4 		$7.4M Buy
159,795
+12,054
+8% +$558K 1.85% 21
2025
Q3 		$6.86M Buy
147,741
+27,107
+22% +$1.25M 1.78% 20
2025
Q2 		$5.59M Buy
120,634
+16,725
+16% +$766K 1.52% 22
2025
Q1 		$4.79M Buy
103,909
+45,664
+78% +$2.1M 1.45% 21
2024
Q4 		$2.66M Buy
58,245
+1,657
+3% +$76K 0.87% 25
2024
Q3 		$2.63M Buy
56,588
+1,506
+3% +$69.1K 0.87% 24
2024
Q2 		$2.5M Sell
55,082
-249
-0.5% -$11.3K 0.88% 24
2024
Q1 		$2.52M Buy
55,331
+34,493
+166% +$1.57M 0.9% 24
2023
Q4 		$950K Buy
20,838
+5,381
+35% +$240K 0.37% 47
2023
Q3 		$686K Buy
15,457
+3,550
+30% +$159K 0.29% 55
2023
Q2 		$538K Buy
11,907
+2,676
+29% +$122K 0.22% 71
2023
Q1 		$423K Buy
+9,231
New +$421K 0.18% 75

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

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

MorganRosel Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 14% in Q2 2026, buying an estimated $673K and bringing the position to 118,201 shares worth $5.44M. The position accounts for 1.84% of the portfolio, ranked #18.

MorganRosel Wealth Management first reported a position in JPIE in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.4M in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • MorganRosel Wealth Management held 118,201 shares of JPMorgan Income ETF worth $5.44M as of Q2 2026.
  • MorganRosel Wealth Management bought 14,626 JPMorgan Income ETF shares in Q2 2026, an estimated $673K.
  • JPMorgan Income ETF made up 1.84% of MorganRosel Wealth Management's portfolio in Q2 2026, its #18 holding.
  • MorganRosel Wealth Management first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 14 quarters since.
  • MorganRosel Wealth Management's JPMorgan Income ETF position peaked at $7.4M in Q4 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

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