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

Triad 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	$3.39M	Buy	74,154 +5,936	+9%	+$273K	0.2%	82
2026 Q1	$3.14M	Sell	68,218 -6,837	-9%	-$317K	0.25%	76
2025 Q4	$3.47M	Buy	75,055 +15,820	+27%	+$733K	0.33%	67
2025 Q3	$2.75M	Buy	59,235 +7,180	+14%	+$332K	0.35%	60
2025 Q2	$2.41M	Buy	52,055 +12,172	+31%	+$558K	0.49%	44
2025 Q1	$1.84M	Buy	39,883 +13,775	+53%	+$632K	0.57%	38
2024 Q4	$1.19M	Buy	+26,108	New	+$1.2M	0.43%	46

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

Triad Wealth Partners's JPIE Position: Q2 2026 in Review

Triad Wealth Partners increased its JPMorgan Income ETF (JPIE) stake by 8.7% in Q2 2026, buying an estimated $273K and bringing the position to 74,154 shares worth $3.39M. The position accounts for 0.2% of the portfolio, ranked #82.

Triad Wealth Partners first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.47M in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Triad Wealth Partners held 74,154 shares of JPMorgan Income ETF worth $3.39M as of Q2 2026.
Triad Wealth Partners bought 5,936 JPMorgan Income ETF shares in Q2 2026, an estimated $273K.
JPMorgan Income ETF made up 0.2% of Triad Wealth Partners's portfolio in Q2 2026, its #82 holding.
Triad Wealth Partners first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
Triad Wealth Partners's JPMorgan Income ETF position peaked at $3.47M in Q4 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.