Spire Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Spire 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	$11K	Buy	238 +69	+41%	+$3.18K	﹤0.01%	1620
2026 Q1	$7.79K	Buy	169 +4	+2%	+$185	﹤0.01%	1709
2025 Q4	$7.64K	Buy	165 +3	+2%	+$139	﹤0.01%	1802
2025 Q3	$7.52K	Buy	162 +53	+49%	+$2.45K	﹤0.01%	1860
2025 Q2	$5.06K	Hold	109	–	–	﹤0.01%	1935
2025 Q1	$5.02K	Buy	109 +98	+891%	+$4.5K	﹤0.01%	2061
2024 Q4	$502	Hold	11	–	–	﹤0.01%	2439
2024 Q3	$510	Sell	11 -1,118	-99%	-$51.3K	﹤0.01%	2153
2024 Q2	$51.3K	Sell	1,129 -38,122	-97%	-$1.72M	﹤0.01%	1112
2024 Q1	$1.79M	Buy	39,251 +9,891	+34%	+$449K	0.03%	268
2023 Q4	$1.33M	Buy	29,360 +2,068	+8%	+$92.3K	0.04%	297
2023 Q3	$1.21M	Buy	27,292 +6,588	+32%	+$295K	0.05%	293
2023 Q2	$936K	Buy	+20,704	New	+$943K	0.03%	359

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

Spire Wealth Management's JPIE Position: Q2 2026 in Review

Spire Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 41% in Q2 2026, buying an estimated $3.18K and bringing the position to 238 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

Spire Wealth Management first reported a position in JPIE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.79M in Q1 2024. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Spire Wealth Management held 238 shares of JPMorgan Income ETF worth $11K as of Q2 2026.
Spire Wealth Management bought 69 JPMorgan Income ETF shares in Q2 2026, an estimated $3.18K.
JPMorgan Income ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1620 holding.
Spire Wealth Management first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 13 quarters since.
Spire Wealth Management's JPMorgan Income ETF position peaked at $1.79M in Q1 2024.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.