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

Opes 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
Q1 		$725K Buy
15,744
+840
+6% +$38.9K 0.12% 82
2025
Q4 		$690K Buy
14,904
+573
+4% +$26.5K 0.11% 85
2025
Q3 		$665K Buy
14,331
+2,057
+17% +$95.2K 0.12% 82
2025
Q2 		$569K Sell
12,274
-1,096
-8% -$50.2K 0.1% 86
2025
Q1 		$616K Buy
13,370
+3,390
+34% +$156K 0.12% 81
2024
Q4 		$455K Buy
9,980
+598
+6% +$27.4K 0.09% 86
2024
Q3 		$435K Buy
9,382
+452
+5% +$20.7K 0.08% 88
2024
Q2 		$406K Buy
8,930
+2,821
+46% +$128K 0.08% 88
2024
Q1 		$278K Buy
+6,109
New +$278K 0.06% 112

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Opes Wealth Management's JPIE Position: Q1 2026 in Review

Opes Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 5.6% in Q1 2026, buying an estimated $38.9K and bringing the position to 15,744 shares worth $725K. The position accounts for 0.12% of the portfolio, ranked #82.

Opes Wealth Management first reported a position in JPIE in Q1 2024 and has held it in 9 quarters since. 448 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Opes Wealth Management held 15,744 shares of JPMorgan Income ETF worth $725K as of Q1 2026.
  • Opes Wealth Management bought 840 JPMorgan Income ETF shares in Q1 2026, an estimated $38.9K.
  • JPMorgan Income ETF made up 0.12% of Opes Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Opes Wealth Management first reported a position in JPMorgan Income ETF in Q1 2024 and has held it in 9 quarters since.
  • 448 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.