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Sound Income Strategies’s JPMorgan Income ETF JPIE Stock Holding History

Sound Income Strategies’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 		– Sell
-57
Closed -$2.62K – 1484
2026
Q1 		$2.62K Hold
57
– – ﹤0.01% 2078
2025
Q4 		$2.64K Hold
57
– – ﹤0.01% 2058
2025
Q3 		$2.63K Hold
57
– – ﹤0.01% 1307
2025
Q2 		$2.64K Sell
57
-248
-81% -$11.4K ﹤0.01% 1216
2025
Q1 		$14.1K Buy
305
+248
+435% +$11.4K ﹤0.01% 810
2024
Q4 		$2.6K Hold
57
– – ﹤0.01% 1119
2024
Q3 		$2.64K Hold
57
– – ﹤0.01% 1080
2024
Q2 		$2.59K Buy
+57
New +$2.58K ﹤0.01% 1061

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

Sound Income Strategies's JPIE Position: Q2 2026 in Review

Sound Income Strategies sold out of JPMorgan Income ETF (JPIE) in Q2 2026, closing a stake of 57 shares — an estimated $2.62K sold.

Sound Income Strategies first reported a position in JPIE in Q2 2024 and held it in 8 quarters. The position peaked at $14.1K in Q1 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Sound Income Strategies reported no remaining JPMorgan Income ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 57 JPMorgan Income ETF shares in Q2 2026, an estimated $2.62K.
  • Sound Income Strategies first reported a position in JPMorgan Income ETF in Q2 2024 and held it in 8 quarters.
  • Sound Income Strategies's JPMorgan Income ETF position peaked at $14.1K in Q1 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.