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JPIE icon

SkyOak Wealth’s JPMorgan Income ETF JPIE Stock Holding History

SkyOak Wealth’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 		$8.37M Sell
181,837
-6,400
-3% -$295K 1.37% 18
2026
Q1 		$8.67M Buy
188,237
+18,727
+11% +$867K 1.59% 13
2025
Q4 		$7.85M Buy
169,510
+13,800
+9% +$639K 1.41% 17
2025
Q3 		$7.23M Buy
155,710
+6,969
+5% +$323K 1.36% 19
2025
Q2 		$6.89M Sell
148,741
-3,117
-2% -$143K 1.38% 21
2025
Q1 		$7M Buy
151,858
+32,541
+27% +$1.49M 1.53% 15
2024
Q4 		$5.44M Buy
119,317
+23,949
+25% +$1.1M 1.16% 25
2024
Q3 		$4.42M Buy
95,368
+13,653
+17% +$626K 0.98% 30
2024
Q2 		$3.71M Buy
81,715
+20,398
+33% +$922K 0.87% 33
2024
Q1 		$2.79M Buy
61,317
+10,545
+21% +$479K 0.67% 38
2023
Q4 		$2.32M Buy
+50,772
New +$2.27M 0.6% 44

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

SkyOak Wealth's JPIE Position: Q2 2026 in Review

SkyOak Wealth reduced its JPMorgan Income ETF (JPIE) stake by 3.4% in Q2 2026, selling an estimated $295K and leaving 181,837 shares worth $8.37M. The position accounts for 1.37% of the portfolio, ranked #18.

SkyOak Wealth first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.67M in Q1 2026. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • SkyOak Wealth held 181,837 shares of JPMorgan Income ETF worth $8.37M as of Q2 2026.
  • SkyOak Wealth sold 6,400 JPMorgan Income ETF shares in Q2 2026, an estimated $295K.
  • JPMorgan Income ETF made up 1.37% of SkyOak Wealth's portfolio in Q2 2026, its #18 holding.
  • SkyOak Wealth first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
  • SkyOak Wealth's JPMorgan Income ETF position peaked at $8.67M in Q1 2026.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.