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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
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 $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tradition Wealth Management's JPIE Position: Q1 2026 in Review

Tradition Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 11% in Q1 2026, buying an estimated $1.44M and bringing the position to 326,486 shares worth $15M. The position accounts for 1.07% of the portfolio, ranked #27.

Tradition Wealth Management first reported a position in JPIE in Q1 2022 and has held it in 17 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Tradition Wealth Management held 326,486 shares of JPMorgan Income ETF worth $15M as of Q1 2026.
  • Tradition Wealth Management bought 31,175 JPMorgan Income ETF shares in Q1 2026, an estimated $1.44M.
  • JPMorgan Income ETF made up 1.07% of Tradition Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Tradition Wealth Management first reported a position in JPMorgan Income ETF in Q1 2022 and has held it in 17 quarters since.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.