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Planning Directions’s JPMorgan Income ETF JPIE Stock Holding History

Planning Directions’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 		$15.4M Buy
334,845
+104,911
+46% +$4.83M 7.14% 3
2026
Q1 		$10.6M Buy
+229,934
New +$10.6M 5.36% 6

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

Planning Directions's JPIE Position: Q2 2026 in Review

Planning Directions increased its JPMorgan Income ETF (JPIE) stake by 46% in Q2 2026, buying an estimated $4.83M and bringing the position to 334,845 shares worth $15.4M. The position accounts for 7.14% of the portfolio, ranked #3.

Planning Directions first reported a position in JPIE in Q1 2026 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Planning Directions held 334,845 shares of JPMorgan Income ETF worth $15.4M as of Q2 2026.
  • Planning Directions bought 104,911 JPMorgan Income ETF shares in Q2 2026, an estimated $4.83M.
  • JPMorgan Income ETF made up 7.14% of Planning Directions's portfolio in Q2 2026, its #3 holding.
  • Planning Directions first reported a position in JPMorgan Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.