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 Q2	$725K	Buy	15,739 +591	+4%	+$27.2K	0.2%	115
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 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

Resurgent Financial Advisors's JPIE Position: Q2 2026 in Review

Resurgent Financial Advisors increased its JPMorgan Income ETF (JPIE) stake by 3.9% in Q2 2026, buying an estimated $27.2K and bringing the position to 15,739 shares worth $725K. The position accounts for 0.2% of the portfolio, ranked #115.

Resurgent Financial Advisors first reported a position in JPIE in Q4 2023 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Resurgent Financial Advisors held 15,739 shares of JPMorgan Income ETF worth $725K as of Q2 2026.
Resurgent Financial Advisors bought 591 JPMorgan Income ETF shares in Q2 2026, an estimated $27.2K.
JPMorgan Income ETF made up 0.2% of Resurgent Financial Advisors's portfolio in Q2 2026, its #115 holding.
Resurgent Financial Advisors first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 6 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.