OWM
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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 0.12% 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 $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return