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Unique Wealth’s JPMorgan Income ETF JPIE Stock Holding History

Unique Wealth’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 		$207K Buy
+4,488
New +$207K 0.02% 199

Other funds holding JPIE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Unique Wealth's JPIE Position: Q2 2026 in Review

Unique Wealth opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 4,488 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #199 among its holdings.

218 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Unique Wealth held 4,488 shares of JPMorgan Income ETF worth $207K as of Q2 2026.
  • JPMorgan Income ETF was a new Unique Wealth position in Q2 2026.
  • JPMorgan Income ETF made up 0.02% of Unique Wealth's portfolio in Q2 2026, its #199 holding.
  • 218 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.