Resolute Wealth Strategies’s JPMorgan Income ETF JPIE Stock Holding History

Resolute Wealth Strategies’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	$353K	Sell	7,664 -215	-3%	-$9.89K	0.14%	90
2026 Q1	$363K	Sell	7,879 -407	-5%	-$18.8K	0.16%	82
2025 Q4	$384K	Sell	8,286 -175	-2%	-$8.11K	0.17%	74
2025 Q3	$393K	Sell	8,461 -1,156	-12%	-$53.5K	0.18%	76
2025 Q2	$445K	Sell	9,617 -8,219	-46%	-$377K	0.24%	65
2025 Q1	$822K	Buy	17,836 +5,790	+48%	+$266K	0.46%	38
2024 Q4	$550K	Buy	12,046 +1,930	+19%	+$88.5K	0.28%	52
2024 Q3	$469K	Buy	10,116 +3,701	+58%	+$170K	0.24%	59
2024 Q2	$292K	Buy	6,415 +959	+18%	+$43.4K	0.17%	72
2024 Q1	$249K	Buy	+5,456	New	+$248K	0.15%	82

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

Resolute Wealth Strategies's JPIE Position: Q2 2026 in Review

Resolute Wealth Strategies reduced its JPMorgan Income ETF (JPIE) stake by 2.7% in Q2 2026, selling an estimated $9.89K and leaving 7,664 shares worth $353K. The position accounts for 0.14% of the portfolio, ranked #90.

Resolute Wealth Strategies first reported a position in JPIE in Q1 2024 and has held it in 10 quarters since. The position peaked at $822K in Q1 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Resolute Wealth Strategies held 7,664 shares of JPMorgan Income ETF worth $353K as of Q2 2026.
Resolute Wealth Strategies sold 215 JPMorgan Income ETF shares in Q2 2026, an estimated $9.89K.
JPMorgan Income ETF made up 0.14% of Resolute Wealth Strategies's portfolio in Q2 2026, its #90 holding.
Resolute Wealth Strategies first reported a position in JPMorgan Income ETF in Q1 2024 and has held it in 10 quarters since.
Resolute Wealth Strategies's JPMorgan Income ETF position peaked at $822K in Q1 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Resolute Wealth Strategies's 13F filing for Q2 2026, filed 12 Aug 2026.