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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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 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. 271 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.
  • 271 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.