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

Vigilare 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 		$8.48M Buy
184,139
+101,493
+123% +$4.67M 2.6% 10
2026
Q1 		$3.81M Sell
82,646
-365,325
-82% -$16.9M 1.29% 15
2025
Q4 		$20.7M Buy
+447,971
New +$20.8M 6.97% 2

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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

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

Vigilare Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 123% in Q2 2026, buying an estimated $4.67M and bringing the position to 184,139 shares worth $8.48M. The position accounts for 2.6% of the portfolio, ranked #10.

Vigilare Wealth Management first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.7M in Q4 2025. 89 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Vigilare Wealth Management held 184,139 shares of JPMorgan Income ETF worth $8.48M as of Q2 2026.
  • Vigilare Wealth Management bought 101,493 JPMorgan Income ETF shares in Q2 2026, an estimated $4.67M.
  • JPMorgan Income ETF made up 2.6% of Vigilare Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Vigilare Wealth Management first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Vigilare Wealth Management's JPMorgan Income ETF position peaked at $20.7M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.