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

Peterson 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 		$19.1M Buy
414,634
+8,434
+2% +$388K 2.26% 12
2026
Q1 		$18.7M Buy
406,200
+15,582
+4% +$721K 2.49% 12
2025
Q4 		$18.1M Buy
390,618
+308,876
+378% +$14.3M 2.41% 11
2025
Q3 		$3.78M Buy
81,742
+52,392
+179% +$2.43M 0.57% 26
2025
Q2 		$1.36M Buy
29,350
+14,332
+95% +$657K 0.22% 37
2025
Q1 		$682K Buy
+15,018
New +$689K 0.13% 46

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

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

Peterson Wealth Advisors increased its JPMorgan Income ETF (JPIE) stake by 2.1% in Q2 2026, buying an estimated $388K and bringing the position to 414,634 shares worth $19.1M. The position accounts for 2.26% of the portfolio, ranked #12.

Peterson Wealth Advisors first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Peterson Wealth Advisors held 414,634 shares of JPMorgan Income ETF worth $19.1M as of Q2 2026.
  • Peterson Wealth Advisors bought 8,434 JPMorgan Income ETF shares in Q2 2026, an estimated $388K.
  • JPMorgan Income ETF made up 2.26% of Peterson Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Peterson Wealth Advisors first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.