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Tradition Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Tradition Wealth Management’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 		$16.4M Buy
355,491
+29,005
+9% +$1.33M 1% 28
2026
Q1 		$15M Buy
326,486
+31,175
+11% +$1.44M 1.07% 27
2025
Q4 		$13.7M Buy
295,311
+30,720
+12% +$1.42M 0.98% 29
2025
Q3 		$12.3M Buy
264,591
+18,685
+8% +$865K 0.91% 29
2025
Q2 		$11.4M Buy
245,906
+80,093
+48% +$3.67M 0.91% 31
2025
Q1 		$7.64M Buy
165,813
+78,753
+90% +$3.61M 0.67% 39
2024
Q4 		$3.97M Buy
87,060
+5,111
+6% +$234K 0.35% 70
2024
Q3 		$3.8M Buy
81,949
+5,493
+7% +$252K 0.34% 69
2024
Q2 		$3.48M Sell
76,456
-11,157
-13% -$504K 0.34% 69
2024
Q1 		$3.99M Buy
87,613
+8,171
+10% +$371K 0.4% 60
2023
Q4 		$3.62M Buy
79,442
+13,359
+20% +$596K 0.38% 58
2023
Q3 		$2.93M Buy
66,083
+12,688
+24% +$568K 0.35% 64
2023
Q2 		$2.41M Buy
53,395
+18,725
+54% +$852K 0.28% 77
2023
Q1 		$1.59M Buy
34,670
+1,272
+4% +$58K 0.2% 90
2022
Q4 		$1.51M Sell
33,398
-247
-0.7% -$11.1K 0.21% 85
2022
Q3 		$1.49M Buy
33,645
+2,144
+7% +$98.9K 0.22% 80
2022
Q2 		$1.45M Buy
31,501
+412
+1% +$19.4K 0.21% 87
2022
Q1 		$1.49M Buy
+31,089
New +$1.53M 0.19% 105

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

Tradition Wealth Management's JPIE Position: Q2 2026 in Review

Tradition Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 8.9% in Q2 2026, buying an estimated $1.33M and bringing the position to 355,491 shares worth $16.4M. The position accounts for 1% of the portfolio, ranked #28.

Tradition Wealth Management first reported a position in JPIE in Q1 2022 and has held it in 18 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Tradition Wealth Management held 355,491 shares of JPMorgan Income ETF worth $16.4M as of Q2 2026.
  • Tradition Wealth Management bought 29,005 JPMorgan Income ETF shares in Q2 2026, an estimated $1.33M.
  • JPMorgan Income ETF made up 1% of Tradition Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Tradition Wealth Management first reported a position in JPMorgan Income ETF in Q1 2022 and has held it in 18 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.