SP
JPIE icon

Sequent Planning’s JPMorgan Income ETF JPIE Stock Holding History

Sequent Planning’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 		$326K Buy
7,071
+760
+12% +$35K 0.07% 202
2026
Q1 		$291K Sell
6,311
-434
-6% -$20.1K 0.07% 188
2025
Q4 		$312K Buy
+6,745
New +$312K 0.08% 171

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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sequent Planning's JPIE Position: Q2 2026 in Review

Sequent Planning increased its JPMorgan Income ETF (JPIE) stake by 12% in Q2 2026, buying an estimated $35K and bringing the position to 7,071 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #202.

Sequent Planning first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Sequent Planning held 7,071 shares of JPMorgan Income ETF worth $326K as of Q2 2026.
  • Sequent Planning bought 760 JPMorgan Income ETF shares in Q2 2026, an estimated $35K.
  • JPMorgan Income ETF made up 0.07% of Sequent Planning's portfolio in Q2 2026, its #202 holding.
  • Sequent Planning first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.