Northwestern Mutual Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Northwestern Mutual 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	$7.96M	Sell	172,788 -2,873	-2%	-$132K	﹤0.01%	697
2026 Q1	$8.09M	Buy	175,661 +3,452	+2%	+$160K	0.01%	657
2025 Q4	$7.97M	Buy	172,209 +124,510	+261%	+$5.77M	0.01%	629
2025 Q3	$2.21M	Buy	47,699 +31,050	+186%	+$1.44M	﹤0.01%	974
2025 Q2	$771K	Buy	16,649 +11,498	+223%	+$527K	﹤0.01%	1239
2025 Q1	$237K	Buy	+5,151	New	+$236K	﹤0.01%	1597
2023 Q4	–	Sell	-13	Closed	-$577	–	3577
2023 Q3	$577	Sell	13 -1,188	-99%	-$53.2K	﹤0.01%	3104
2023 Q2	$54.3K	Buy	+1,201	New	+$54.7K	﹤0.01%	1948

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 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management's JPIE Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 1.6% in Q2 2026, selling an estimated $132K and leaving 172,788 shares worth $7.96M. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Northwestern Mutual Wealth Management first reported a position in JPIE in Q2 2023 and has held it in 8 quarters since. The position peaked at $8.09M in Q1 2026. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Northwestern Mutual Wealth Management held 172,788 shares of JPMorgan Income ETF worth $7.96M as of Q2 2026.
Northwestern Mutual Wealth Management sold 2,873 JPMorgan Income ETF shares in Q2 2026, an estimated $132K.
JPMorgan Income ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #697 holding.
Northwestern Mutual Wealth Management first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 8 quarters since.
Northwestern Mutual Wealth Management's JPMorgan Income ETF position peaked at $8.09M in Q1 2026.
479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.