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Resurgent Financial Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Resurgent Financial 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
Q1 		$698K Buy
15,148
+148
+1% +$6.85K 0.25% 97
2025
Q4 		$694K Buy
15,000
+1,308
+10% +$60.6K 0.35% 82
2025
Q3 		$635K Buy
13,692
+7,141
+109% +$331K 0.31% 94
2025
Q2 		$303K Buy
+6,551
New +$300K 0.17% 145
2024
Q1 		– Sell
-770
Closed -$35.1K – 349
2023
Q4 		$35.1K Buy
+770
New +$34.4K 0.02% 401

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

Resurgent Financial Advisors's JPIE Position: Q1 2026 in Review

Resurgent Financial Advisors increased its JPMorgan Income ETF (JPIE) stake by 0.99% in Q1 2026, buying an estimated $6.85K and bringing the position to 15,148 shares worth $698K. The position accounts for 0.25% of the portfolio, ranked #97.

Resurgent Financial Advisors first reported a position in JPIE in Q4 2023 and has held it in 5 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Resurgent Financial Advisors held 15,148 shares of JPMorgan Income ETF worth $698K as of Q1 2026.
  • Resurgent Financial Advisors bought 148 JPMorgan Income ETF shares in Q1 2026, an estimated $6.85K.
  • JPMorgan Income ETF made up 0.25% of Resurgent Financial Advisors's portfolio in Q1 2026, its #97 holding.
  • Resurgent Financial Advisors first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 5 quarters since.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.