Strategies Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Strategies Wealth Advisors’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 Q1	$3.16M	Buy	68,553 +7	+0%	+$324	0.32%	30
2025 Q4	$3.17M	Sell	68,546 -1,973	-3%	-$91.4K	0.32%	29
2025 Q3	$3.27M	Sell	70,519 -927	-1%	-$42.9K	0.34%	27
2025 Q2	$3.31M	Sell	71,446 -10,796	-13%	-$495K	0.36%	29
2025 Q1	$3.79M	Sell	82,242 -2,494	-3%	-$114K	0.46%	25
2024 Q4	$3.88M	Sell	84,736 -13,500	-14%	-$619K	0.48%	23
2024 Q3	$4.56M	Buy	98,236 +9,230	+10%	+$423K	0.61%	21
2024 Q2	$4.05M	Buy	89,006 +81,175	+1,037%	+$3.67M	0.59%	22
2024 Q1	$357K	Buy	+7,831	New	+$356K	0.05%	71

Other funds holding JPIE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategies Wealth Advisors's JPIE Position: Q1 2026 in Review

Strategies Wealth Advisors increased its JPMorgan Income ETF (JPIE) stake by 0.01% in Q1 2026, buying an estimated $324 and bringing the position to 68,553 shares worth $3.16M. The position accounts for 0.32% of the portfolio, ranked #30.

Strategies Wealth Advisors first reported a position in JPIE in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.56M in Q3 2024. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Strategies Wealth Advisors held 68,553 shares of JPMorgan Income ETF worth $3.16M as of Q1 2026.
Strategies Wealth Advisors bought 7 JPMorgan Income ETF shares in Q1 2026, an estimated $324.
JPMorgan Income ETF made up 0.32% of Strategies Wealth Advisors's portfolio in Q1 2026, its #30 holding.
Strategies Wealth Advisors first reported a position in JPMorgan Income ETF in Q1 2024 and has held it in 9 quarters since.
Strategies Wealth Advisors's JPMorgan Income ETF position peaked at $4.56M in Q3 2024.
445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.