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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
Q1 		$10.6M Buy
+229,934
New +$10.6M 5.36% 6

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Planning Directions's JPIE Position: Q1 2026 in Review

Planning Directions opened a new position in JPMorgan Income ETF (JPIE) in Q1 2026: 229,934 shares worth $10.6M. The stake represents 5.36% of the portfolio and ranks #6 among its holdings.

445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Planning Directions held 229,934 shares of JPMorgan Income ETF worth $10.6M as of Q1 2026.
  • JPMorgan Income ETF was a new Planning Directions position in Q1 2026.
  • JPMorgan Income ETF made up 5.36% of Planning Directions's portfolio in Q1 2026, its #6 holding.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.