Sheets Smith Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Sheets Smith 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	$2.49M	Sell	54,094 -1,133	-2%	-$52.1K	0.25%	89
2026 Q1	$2.54M	Buy	55,227 +8,345	+18%	+$386K	0.29%	79
2025 Q4	$2.17M	Buy	46,882 +7,859	+20%	+$364K	0.24%	89
2025 Q3	$1.81M	Buy	39,023 +9,047	+30%	+$419K	0.21%	106
2025 Q2	$1.39M	Buy	29,976 +10,647	+55%	+$488K	0.16%	126
2025 Q1	$890K	Buy	+19,329	New	+$887K	0.11%	174

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

Sheets Smith Wealth Management's JPIE Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 2.1% in Q2 2026, selling an estimated $52.1K and leaving 54,094 shares worth $2.49M. The position accounts for 0.25% of the portfolio, ranked #89.

Sheets Smith Wealth Management first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.54M in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Sheets Smith Wealth Management held 54,094 shares of JPMorgan Income ETF worth $2.49M as of Q2 2026.
Sheets Smith Wealth Management sold 1,133 JPMorgan Income ETF shares in Q2 2026, an estimated $52.1K.
JPMorgan Income ETF made up 0.25% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #89 holding.
Sheets Smith Wealth Management first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
Sheets Smith Wealth Management's JPMorgan Income ETF position peaked at $2.54M in Q1 2026.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

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