Planned Solutions’s JPMorgan Income ETF JPIE Stock Holding History

Planned Solutions’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	$25.1M	Buy	544,008 +10,939	+2%	+$503K	7.18%	4
2026 Q1	$24.6M	Buy	533,069 +13,568	+3%	+$628K	8.04%	4
2025 Q4	$24M	Buy	519,501 +21,833	+4%	+$1.01M	7.71%	4
2025 Q3	$23.1M	Buy	497,668 +24,129	+5%	+$1.12M	7.94%	4
2025 Q2	$21.9M	Sell	473,539 -2,462	-0.5%	-$113K	8.34%	4
2025 Q1	$21.9M	Buy	476,001 +14,103	+3%	+$647K	8.88%	3
2024 Q4	$21.1M	Buy	461,898 +148,726	+47%	+$6.82M	8.5%	3
2024 Q3	$14.5M	Buy	313,172 +11,404	+4%	+$523K	5.83%	4
2024 Q2	$13.7M	Buy	301,768 +5,017	+2%	+$227K	6.64%	4
2024 Q1	$13.5M	Buy	296,751 +862	+0.3%	+$39.2K	6.63%	4
2023 Q4	$13.5M	Buy	295,889 +1,973	+0.7%	+$88K	6.32%	4
2023 Q3	$13M	Buy	293,916 +7,913	+3%	+$354K	7.85%	4
2023 Q2	$12.9M	Buy	286,003 +8,996	+3%	+$410K	7.64%	4
2023 Q1	$12.7M	Buy	277,007 +13,507	+5%	+$616K	8.04%	4
2022 Q4	$11.9M	Buy	+263,500	New	+$11.8M	8.71%	4

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Planned Solutions's JPIE Position: Q2 2026 in Review

Planned Solutions increased its JPMorgan Income ETF (JPIE) stake by 2.1% in Q2 2026, buying an estimated $503K and bringing the position to 544,008 shares worth $25.1M. The position accounts for 7.18% of the portfolio, ranked #4.

Planned Solutions first reported a position in JPIE in Q4 2022 and has held it in 15 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Planned Solutions held 544,008 shares of JPMorgan Income ETF worth $25.1M as of Q2 2026.
Planned Solutions bought 10,939 JPMorgan Income ETF shares in Q2 2026, an estimated $503K.
JPMorgan Income ETF made up 7.18% of Planned Solutions's portfolio in Q2 2026, its #4 holding.
Planned Solutions first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 15 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.