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OneAscent Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

OneAscent 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 		$683K Sell
14,833
-865
-6% -$39.8K 0.2% 52
2026
Q1 		$723K Buy
15,698
+9,622
+158% +$445K 0.24% 49
2025
Q4 		$281K Buy
+6,076
New +$281K 0.09% 121

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

OneAscent Wealth Management's JPIE Position: Q2 2026 in Review

OneAscent Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 5.5% in Q2 2026, selling an estimated $39.8K and leaving 14,833 shares worth $683K. The position accounts for 0.2% of the portfolio, ranked #52.

OneAscent Wealth Management first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $723K in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • OneAscent Wealth Management held 14,833 shares of JPMorgan Income ETF worth $683K as of Q2 2026.
  • OneAscent Wealth Management sold 865 JPMorgan Income ETF shares in Q2 2026, an estimated $39.8K.
  • JPMorgan Income ETF made up 0.2% of OneAscent Wealth Management's portfolio in Q2 2026, its #52 holding.
  • OneAscent Wealth Management first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • OneAscent Wealth Management's JPMorgan Income ETF position peaked at $723K in Q1 2026.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.