SWP
JPIE icon

Summit Wealth Partners’s JPMorgan Income ETF JPIE Stock Holding History

Summit Wealth Partners’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 		$323K Hold
7,012
– – 0.05% 220
2026
Q1 		$323K Hold
7,012
– – 0.05% 211
2025
Q4 		$325K Buy
7,012
+260
+4% +$12K 0.06% 159
2025
Q3 		$313K Buy
6,752
+542
+9% +$25.1K 0.06% 177
2025
Q2 		$288K Buy
+6,210
New +$285K 0.05% 178

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 Partners's JPIE Position: Q2 2026 in Review

Summit Wealth Partners held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 7,012 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #220.

Summit Wealth Partners first reported a position in JPIE in Q2 2025 and has held it in 5 quarters since. The position peaked at $325K in Q4 2025. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Summit Wealth Partners held 7,012 shares of JPMorgan Income ETF worth $323K as of Q2 2026.
  • Summit Wealth Partners left its JPMorgan Income ETF share count unchanged in Q2 2026.
  • JPMorgan Income ETF made up 0.05% of Summit Wealth Partners's portfolio in Q2 2026, its #220 holding.
  • Summit Wealth Partners first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Partners's JPMorgan Income ETF position peaked at $325K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.