Opal Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Opal Wealth Advisors’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	$2.69M	Buy	58,411 +4,607	+9%	+$212K	0.58%	22
2026 Q1	$2.48M	Buy	53,804 +2,689	+5%	+$124K	0.56%	23
2025 Q4	$2.37M	Sell	51,115 -155	-0.3%	-$7.18K	0.62%	25
2025 Q3	$2.38M	Buy	51,270 +2,837	+6%	+$131K	0.66%	23
2025 Q2	$2.24M	Buy	+48,433	New	+$2.22M	0.62%	21

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

Opal Wealth Advisors's JPIE Position: Q2 2026 in Review

Opal Wealth Advisors increased its JPMorgan Income ETF (JPIE) stake by 8.6% in Q2 2026, buying an estimated $212K and bringing the position to 58,411 shares worth $2.69M. The position accounts for 0.58% of the portfolio, ranked #22.

Opal Wealth Advisors first reported a position in JPIE in Q2 2025 and has held it in 5 quarters since. 477 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Opal Wealth Advisors held 58,411 shares of JPMorgan Income ETF worth $2.69M as of Q2 2026.
Opal Wealth Advisors bought 4,607 JPMorgan Income ETF shares in Q2 2026, an estimated $212K.
JPMorgan Income ETF made up 0.58% of Opal Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Opal Wealth Advisors first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 5 quarters since.
477 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.