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Northeast Planning Associates NH’s JPMorgan Income ETF JPIE Stock Holding History

Northeast Planning Associates NH’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 		$1.98M Buy
+46,259
New +$2.13M 1.49% 22

Other funds holding JPIE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Northeast Planning Associates NH's JPIE Position: Q2 2026 in Review

Northeast Planning Associates NH opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 46,259 shares worth $1.98M. The stake represents 1.49% of the portfolio and ranks #22 among its holdings.

244 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Northeast Planning Associates NH held 46,259 shares of JPMorgan Income ETF worth $1.98M as of Q2 2026.
  • JPMorgan Income ETF was a new Northeast Planning Associates NH position in Q2 2026.
  • JPMorgan Income ETF made up 1.49% of Northeast Planning Associates NH's portfolio in Q2 2026, its #22 holding.
  • 244 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.