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NWAM LLC’s JPMorgan Income ETF JPIE Stock Holding History

NWAM LLC’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 		$277K Buy
+6,014
New +$277K 0.01% 581

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
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
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

NWAM LLC's JPIE Position: Q2 2026 in Review

NWAM LLC opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 6,014 shares worth $277K. The stake represents 0.01% of the portfolio and ranks #581 among its holdings.

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

  • NWAM LLC held 6,014 shares of JPMorgan Income ETF worth $277K as of Q2 2026.
  • JPMorgan Income ETF was a new NWAM LLC position in Q2 2026.
  • JPMorgan Income ETF made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #581 holding.
  • 141 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.