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Omni 360 Wealth’s JPMorgan Income ETF JPIE Stock Holding History

Omni 360 Wealth’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 		$4.29M Buy
93,154
+8,342
+10% +$384K 1.98% 13
2026
Q1 		$3.91M Buy
84,812
+8,185
+11% +$379K 2.02% 13
2025
Q4 		$3.55M Buy
76,627
+7,989
+12% +$370K 1.82% 13
2025
Q3 		$3.19M Buy
68,638
+6,428
+10% +$298K 1.79% 14
2025
Q2 		$2.88M Buy
62,210
+4,439
+8% +$203K 1.79% 13
2025
Q1 		$2.66M Buy
57,771
+8,407
+17% +$386K 1.78% 14
2024
Q4 		$2.25M Buy
49,364
+4,803
+11% +$220K 1.5% 19
2024
Q3 		$2.07M Buy
44,561
+7,516
+20% +$345K 1.42% 19
2024
Q2 		$1.68M Buy
37,045
+15,475
+72% +$700K 1.28% 20
2024
Q1 		$983K Buy
21,570
+7,333
+52% +$333K 0.81% 35
2023
Q4 		$649K Buy
+14,237
New +$635K 0.61% 43

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

Omni 360 Wealth's JPIE Position: Q2 2026 in Review

Omni 360 Wealth increased its JPMorgan Income ETF (JPIE) stake by 9.8% in Q2 2026, buying an estimated $384K and bringing the position to 93,154 shares worth $4.29M. The position accounts for 1.98% of the portfolio, ranked #13.

Omni 360 Wealth first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Omni 360 Wealth held 93,154 shares of JPMorgan Income ETF worth $4.29M as of Q2 2026.
  • Omni 360 Wealth bought 8,342 JPMorgan Income ETF shares in Q2 2026, an estimated $384K.
  • JPMorgan Income ETF made up 1.98% of Omni 360 Wealth's portfolio in Q2 2026, its #13 holding.
  • Omni 360 Wealth first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.