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Prevail Innovative Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Prevail Innovative 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 		– Sell
-59,131
Closed -$2.72M – 223
2026
Q1 		$2.72M Buy
59,131
+2,127
+4% +$98.5K 0.46% 69
2025
Q4 		$2.64M Buy
57,004
+7,257
+15% +$336K 0.47% 77
2025
Q3 		$2.31M Buy
49,747
+20,083
+68% +$930K 0.45% 77
2025
Q2 		$1.37M Buy
+29,664
New +$1.36M 0.31% 112

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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prevail Innovative Wealth Advisors's JPIE Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of JPMorgan Income ETF (JPIE) in Q2 2026, closing a stake of 59,131 shares — an estimated $2.72M sold.

Prevail Innovative Wealth Advisors first reported a position in JPIE in Q2 2025 and held it in 4 quarters. The position peaked at $2.72M in Q1 2026. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Prevail Innovative Wealth Advisors reported no remaining JPMorgan Income ETF position as of Q2 2026 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 59,131 JPMorgan Income ETF shares in Q2 2026, an estimated $2.72M.
  • Prevail Innovative Wealth Advisors first reported a position in JPMorgan Income ETF in Q2 2025 and held it in 4 quarters.
  • Prevail Innovative Wealth Advisors's JPMorgan Income ETF position peaked at $2.72M in Q1 2026.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.