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

Steinberganna 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	$791K	Buy	17,180 +3,298	+24%	+$152K	0.32%	47
2026 Q1	$640K	Buy	13,882 +76	+0.6%	+$3.52K	0.31%	52
2025 Q4	$639K	Buy	13,806 +246	+2%	+$11.4K	0.3%	49
2025 Q3	$629K	Buy	+13,560	New	+$628K	0.3%	52

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

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

Steinberganna Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 24% in Q2 2026, buying an estimated $152K and bringing the position to 17,180 shares worth $791K. The position accounts for 0.32% of the portfolio, ranked #47.

Steinberganna Wealth Management first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. 473 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Steinberganna Wealth Management held 17,180 shares of JPMorgan Income ETF worth $791K as of Q2 2026.
Steinberganna Wealth Management bought 3,298 JPMorgan Income ETF shares in Q2 2026, an estimated $152K.
JPMorgan Income ETF made up 0.32% of Steinberganna Wealth Management's portfolio in Q2 2026, its #47 holding.
Steinberganna Wealth Management first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
473 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.