VWA
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Visionary Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Visionary Wealth Advisors’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 		$23.2M Sell
503,272
-3,877
-0.8% -$178K 0.92% 20
2026
Q1 		$23.4M Sell
507,149
-54,364
-10% -$2.52M 1.03% 13
2025
Q4 		$26M Buy
561,513
+32,018
+6% +$1.48M 1.17% 12
2025
Q3 		$24.6M Buy
529,495
+115,474
+28% +$5.35M 1.15% 12
2025
Q2 		$19.2M Buy
414,021
+66,748
+19% +$3.06M 0.98% 20
2025
Q1 		$16M Buy
347,273
+100,138
+41% +$4.59M 0.96% 18
2024
Q4 		$11.3M Buy
247,135
+2,467
+1% +$113K 0.66% 36
2024
Q3 		$11.4M Buy
244,668
+42,630
+21% +$1.96M 0.69% 30
2024
Q2 		$9.18M Buy
202,038
+19,296
+11% +$872K 0.6% 41
2024
Q1 		$8.33M Buy
182,742
+24,583
+16% +$1.12M 0.56% 44
2023
Q4 		$7.21M Buy
158,159
+67,019
+74% +$2.99M 0.53% 49
2023
Q3 		$4.05M Buy
91,140
+34,204
+60% +$1.53M 0.33% 85
2023
Q2 		$2.57M Buy
56,936
+39,789
+232% +$1.81M 0.21% 119
2023
Q1 		$785K Buy
17,147
+11,761
+218% +$536K 0.07% 220
2022
Q4 		$243K Buy
+5,386
New +$241K 0.02% 366

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Visionary Wealth Advisors's JPIE Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its JPMorgan Income ETF (JPIE) stake by 0.76% in Q2 2026, selling an estimated $178K and leaving 503,272 shares worth $23.2M. The position accounts for 0.92% of the portfolio, ranked #20.

Visionary Wealth Advisors first reported a position in JPIE in Q4 2022 and has held it in 15 quarters since. The position peaked at $26M in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Visionary Wealth Advisors held 503,272 shares of JPMorgan Income ETF worth $23.2M as of Q2 2026.
  • Visionary Wealth Advisors sold 3,877 JPMorgan Income ETF shares in Q2 2026, an estimated $178K.
  • JPMorgan Income ETF made up 0.92% of Visionary Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Visionary Wealth Advisors first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Visionary Wealth Advisors's JPMorgan Income ETF position peaked at $26M in Q4 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.