Oak Barrel Wealth Advisory’s JPMorgan Income ETF JPIE Stock Holding History

Oak Barrel Wealth Advisory’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	$443K	Buy	+9,629	New	+$443K	0.2%	56
2025 Q4	$434K	Buy	+9,371	New	+$434K	0.26%	57

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

Oak Barrel Wealth Advisory's JPIE Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 9,629 shares worth $443K. The stake represents 0.2% of the portfolio and ranks #56 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in JPIE as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in JPIE in Q4 2025 and has held it in 2 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Oak Barrel Wealth Advisory held 9,629 shares of JPMorgan Income ETF worth $443K as of Q2 2026.
JPMorgan Income ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
JPMorgan Income ETF made up 0.2% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #56 holding.
Oak Barrel Wealth Advisory first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 2 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.