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Summit Wealth Group (Colorado)’s JPMorgan Income ETF JPIE Stock Holding History

Summit Wealth Group (Colorado)’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 		$837K Sell
18,182
-14
-0.1% -$644 0.07% 148
2026
Q1 		$838K Sell
18,196
-638
-3% -$29.5K 0.09% 124
2025
Q4 		$872K Buy
+18,834
New +$873K 0.12% 105
2025
Q3 		– Sell
-18,985
Closed -$879K – 578
2025
Q2 		$879K Buy
+18,985
New +$870K 0.22% 97

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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Wealth Group (Colorado)'s JPIE Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its JPMorgan Income ETF (JPIE) stake by 0.08% in Q2 2026, selling an estimated $644 and leaving 18,182 shares worth $837K. The position accounts for 0.07% of the portfolio, ranked #148.

Summit Wealth Group (Colorado) first reported a position in JPIE in Q2 2025 and has held it in 4 quarters since. The position peaked at $879K in Q2 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Summit Wealth Group (Colorado) held 18,182 shares of JPMorgan Income ETF worth $837K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 14 JPMorgan Income ETF shares in Q2 2026, an estimated $644.
  • JPMorgan Income ETF made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #148 holding.
  • Summit Wealth Group (Colorado) first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s JPMorgan Income ETF position peaked at $879K in Q2 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.