SeaCrest Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

SeaCrest Wealth Management’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	$466K	Sell	10,125 -188	-2%	-$8.65K	0.05%	302
2026 Q1	$475K	Buy	10,313 +840	+9%	+$38.9K	0.05%	341
2025 Q4	$440K	Buy	9,473 +1,000	+12%	+$46.3K	0.04%	354
2025 Q3	$392K	Buy	8,473 +2,258	+36%	+$105K	0.04%	380
2025 Q2	$288K	Buy	6,215 +200	+3%	+$9.16K	0.03%	464
2025 Q1	$277K	Buy	6,015 +235	+4%	+$10.8K	0.03%	511
2024 Q4	$264K	Buy	5,780 +1,390	+32%	+$63.7K	0.03%	530
2024 Q3	$204K	Buy	+4,390	New	+$201K	0.02%	608

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

SeaCrest Wealth Management's JPIE Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 1.8% in Q2 2026, selling an estimated $8.65K and leaving 10,125 shares worth $466K. The position accounts for 0.05% of the portfolio, ranked #302.

SeaCrest Wealth Management first reported a position in JPIE in Q3 2024 and has held it in 8 quarters since. The position peaked at $475K in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

SeaCrest Wealth Management held 10,125 shares of JPMorgan Income ETF worth $466K as of Q2 2026.
SeaCrest Wealth Management sold 188 JPMorgan Income ETF shares in Q2 2026, an estimated $8.65K.
JPMorgan Income ETF made up 0.05% of SeaCrest Wealth Management's portfolio in Q2 2026, its #302 holding.
SeaCrest Wealth Management first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 8 quarters since.
SeaCrest Wealth Management's JPMorgan Income ETF position peaked at $475K in Q1 2026.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.