Syntegra Private Wealth Group’s JPMorgan Income ETF JPIE Stock Holding History

Syntegra Private Wealth Group’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	$76.5M	Buy	1,662,025 +558,206	+51%	+$25.7M	5.93%	6
2026 Q1	$50.9M	Buy	1,103,819 +21,838	+2%	+$1.01M	4.83%	6
2025 Q4	$50.1M	Buy	1,081,981 +36,641	+4%	+$1.7M	4.6%	6
2025 Q3	$48.5M	Buy	1,045,340 +49,282	+5%	+$2.28M	4.57%	7
2025 Q2	$46.1M	Buy	996,058 +10,964	+1%	+$502K	4.71%	7
2025 Q1	$45.4M	Buy	985,094 +60,493	+7%	+$2.78M	5.31%	6
2024 Q4	$42.2M	Buy	924,601 +41,502	+5%	+$1.9M	4.76%	7
2024 Q3	$41M	Buy	883,099 +125,592	+17%	+$5.76M	4.73%	7
2024 Q2	$34.4M	Buy	757,507 +18,308	+2%	+$828K	4.38%	7
2024 Q1	$33.7M	Buy	739,199 +9,399	+1%	+$427K	4.35%	7
2023 Q4	$33.3M	Buy	729,800 +3,285	+0.5%	+$147K	4.7%	7
2023 Q3	$32.3M	Buy	726,515 +35,534	+5%	+$1.59M	5.07%	6
2023 Q2	$31.2M	Buy	690,981 +86,764	+14%	+$3.95M	4.77%	6
2023 Q1	$27.7M	Buy	604,217 +52,761	+10%	+$2.41M	4.92%	6
2022 Q4	$24.9M	Buy	+551,456	New	+$24.7M	4.99%	7

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

Syntegra Private Wealth Group's JPIE Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its JPMorgan Income ETF (JPIE) stake by 51% in Q2 2026, buying an estimated $25.7M and bringing the position to 1,662,025 shares worth $76.5M. The position accounts for 5.93% of the portfolio, ranked #6.

Syntegra Private Wealth Group first reported a position in JPIE in Q4 2022 and has held it in 15 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Syntegra Private Wealth Group held 1,662,025 shares of JPMorgan Income ETF worth $76.5M as of Q2 2026.
Syntegra Private Wealth Group bought 558,206 JPMorgan Income ETF shares in Q2 2026, an estimated $25.7M.
JPMorgan Income ETF made up 5.93% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #6 holding.
Syntegra Private Wealth Group first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 15 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.