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Oak Harbor Wealth Partners’s JPMorgan Income ETF JPIE Stock Holding History

Oak Harbor Wealth Partners’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 		$31K Buy
673
+19
+3% +$874 0.01% 181
2026
Q1 		$30.1K Buy
654
+383
+141% +$17.7K 0.01% 236
2025
Q4 		$12.5K Buy
+271
New +$12.6K ﹤0.01% 248

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oak Harbor Wealth Partners's JPIE Position: Q2 2026 in Review

Oak Harbor Wealth Partners increased its JPMorgan Income ETF (JPIE) stake by 2.9% in Q2 2026, buying an estimated $874 and bringing the position to 673 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #181.

Oak Harbor Wealth Partners first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Oak Harbor Wealth Partners held 673 shares of JPMorgan Income ETF worth $31K as of Q2 2026.
  • Oak Harbor Wealth Partners bought 19 JPMorgan Income ETF shares in Q2 2026, an estimated $874.
  • JPMorgan Income ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #181 holding.
  • Oak Harbor Wealth Partners first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.