Next Level Wealth Planning’s JPMorgan Income ETF JPIE Stock Holding History

Next Level Wealth Planning’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	$480K	Buy	10,420 +722	+7%	+$33.2K	0.21%	39
2026 Q1	$447K	Buy	9,698 +2,131	+28%	+$98.7K	0.23%	37
2025 Q4	$350K	Buy	7,567 +2,372	+46%	+$110K	0.19%	42
2025 Q3	$241K	Buy	5,195 +453	+10%	+$21K	0.14%	53
2025 Q2	$220K	Buy	+4,742	New	+$217K	0.14%	50

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

Next Level Wealth Planning's JPIE Position: Q2 2026 in Review

Next Level Wealth Planning increased its JPMorgan Income ETF (JPIE) stake by 7.4% in Q2 2026, buying an estimated $33.2K and bringing the position to 10,420 shares worth $480K. The position accounts for 0.21% of the portfolio, ranked #39.

Next Level Wealth Planning first reported a position in JPIE in Q2 2025 and has held it in 5 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Next Level Wealth Planning held 10,420 shares of JPMorgan Income ETF worth $480K as of Q2 2026.
Next Level Wealth Planning bought 722 JPMorgan Income ETF shares in Q2 2026, an estimated $33.2K.
JPMorgan Income ETF made up 0.21% of Next Level Wealth Planning's portfolio in Q2 2026, its #39 holding.
Next Level Wealth Planning first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 5 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.