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PDS Planning’s JPMorgan Income ETF JPIE Stock Holding History

PDS Planning’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 		$1.7M Sell
36,947
-5,653
-13% -$260K 0.1% 104
2026
Q1 		$1.96M Buy
42,600
+42
+0.1% +$1.95K 0.13% 79
2025
Q4 		$1.97M Buy
42,558
+5,163
+14% +$239K 0.13% 73
2025
Q3 		$1.74M Buy
37,395
+12,629
+51% +$585K 0.12% 79
2025
Q2 		$1.15M Buy
24,766
+546
+2% +$25K 0.09% 110
2025
Q1 		$1.12M Buy
24,220
+8,594
+55% +$394K 0.09% 94
2024
Q4 		$713K Sell
15,626
-602
-4% -$27.6K 0.06% 133
2024
Q3 		$753K Buy
+16,228
New +$744K 0.07% 130

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

PDS Planning's JPIE Position: Q2 2026 in Review

PDS Planning reduced its JPMorgan Income ETF (JPIE) stake by 13% in Q2 2026, selling an estimated $260K and leaving 36,947 shares worth $1.7M. The position accounts for 0.1% of the portfolio, ranked #104.

PDS Planning first reported a position in JPIE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.97M in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • PDS Planning held 36,947 shares of JPMorgan Income ETF worth $1.7M as of Q2 2026.
  • PDS Planning sold 5,653 JPMorgan Income ETF shares in Q2 2026, an estimated $260K.
  • JPMorgan Income ETF made up 0.1% of PDS Planning's portfolio in Q2 2026, its #104 holding.
  • PDS Planning first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 8 quarters since.
  • PDS Planning's JPMorgan Income ETF position peaked at $1.97M in Q4 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.