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Spahn Wealth & Retirement’s JPMorgan Income ETF JPIE Stock Holding History

Spahn Wealth & Retirement’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 		$6.89M Buy
121,903
+110,628
+981% +$5.09M 4.43% 7
2026
Q1 		$639K Hold
11,275
– – 0.81% 18
2025
Q4 		$645K Buy
+11,275
New +$522K 0.4% 29

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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spahn Wealth & Retirement's JPIE Position: Q2 2026 in Review

Spahn Wealth & Retirement increased its JPMorgan Income ETF (JPIE) stake by 981% in Q2 2026, buying an estimated $5.09M and bringing the position to 121,903 shares worth $6.89M. The position accounts for 4.43% of the portfolio, ranked #7.

Spahn Wealth & Retirement first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Spahn Wealth & Retirement held 121,903 shares of JPMorgan Income ETF worth $6.89M as of Q2 2026.
  • Spahn Wealth & Retirement bought 110,628 JPMorgan Income ETF shares in Q2 2026, an estimated $5.09M.
  • JPMorgan Income ETF made up 4.43% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #7 holding.
  • Spahn Wealth & Retirement first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.