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

Perigon 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 		$20.6M Buy
447,195
+188,040
+73% +$8.65M 0.32% 66
2026
Q1 		$11.9M Buy
259,155
+15,829
+7% +$733K 0.22% 94
2025
Q4 		$11.3M Buy
243,326
+20,308
+9% +$941K 0.2% 100
2025
Q3 		$10.4M Buy
223,018
+47,986
+27% +$2.22M 0.21% 100
2025
Q2 		$8.11M Buy
175,032
+18,147
+12% +$831K 0.19% 113
2025
Q1 		$7.23M Buy
156,885
+55,550
+55% +$2.55M 0.19% 120
2024
Q4 		$4.64M Buy
101,335
+63,342
+167% +$2.9M 0.11% 170
2024
Q3 		$1.76M Buy
37,993
+5,626
+17% +$258K 0.05% 309
2024
Q2 		$1.47M Buy
32,367
+17,462
+117% +$790K 0.04% 294
2024
Q1 		$679K Buy
14,905
+3,996
+37% +$182K 0.02% 465
2023
Q4 		$498K Buy
+10,909
New +$487K 0.02% 500

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

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

Perigon Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 73% in Q2 2026, buying an estimated $8.65M and bringing the position to 447,195 shares worth $20.6M. The position accounts for 0.32% of the portfolio, ranked #66.

Perigon Wealth Management first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Perigon Wealth Management held 447,195 shares of JPMorgan Income ETF worth $20.6M as of Q2 2026.
  • Perigon Wealth Management bought 188,040 JPMorgan Income ETF shares in Q2 2026, an estimated $8.65M.
  • JPMorgan Income ETF made up 0.32% of Perigon Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Perigon Wealth Management first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.