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 Q2	$2.91M	Sell	63,143 -5,410	-8%	-$249K	0.26%	41
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 $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

Strategies Wealth Advisors's JPIE Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its JPMorgan Income ETF (JPIE) stake by 7.9% in Q2 2026, selling an estimated $249K and leaving 63,143 shares worth $2.91M. The position accounts for 0.26% of the portfolio, ranked #41.

Strategies Wealth Advisors first reported a position in JPIE in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.56M in Q3 2024. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Strategies Wealth Advisors held 63,143 shares of JPMorgan Income ETF worth $2.91M as of Q2 2026.
Strategies Wealth Advisors sold 5,410 JPMorgan Income ETF shares in Q2 2026, an estimated $249K.
JPMorgan Income ETF made up 0.26% of Strategies Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Strategies Wealth Advisors first reported a position in JPMorgan Income ETF in Q1 2024 and has held it in 10 quarters since.
Strategies Wealth Advisors's JPMorgan Income ETF position peaked at $4.56M in Q3 2024.
479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.