Vermillion & White Wealth Management Group’s JPMorgan Income ETF JPIE Stock Holding History

Vermillion & White Wealth Management 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 Q1	–	Sell	-849	Closed	-$39.3K	–	307
2025 Q4	$39.3K	Buy	849 +661	+352%	+$30.6K	0.02%	175
2025 Q3	$8.72K	Buy	188 +47	+33%	+$2.18K	0.01%	328
2025 Q2	$6.53K	Buy	+141	New	+$6.46K	﹤0.01%	342
2024 Q4	–	Sell	-1,410	Closed	-$65.4K	–	394
2024 Q3	$65.4K	Hold	1,410	–	–	0.05%	110
2024 Q2	$64.1K	Buy	+1,410	New	+$63.8K	0.05%	110

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vermillion & White Wealth Management Group's JPIE Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of JPMorgan Income ETF (JPIE) in Q1 2026, closing a stake of 849 shares — an estimated $39.3K sold.

Vermillion & White Wealth Management Group first reported a position in JPIE in Q2 2024 and held it in 5 quarters. The position peaked at $65.4K in Q3 2024. 448 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining JPMorgan Income ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 849 JPMorgan Income ETF shares in Q1 2026, an estimated $39.3K.
Vermillion & White Wealth Management Group first reported a position in JPMorgan Income ETF in Q2 2024 and held it in 5 quarters.
Vermillion & White Wealth Management Group's JPMorgan Income ETF position peaked at $65.4K in Q3 2024.
448 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.