Walkner Condon Financial Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Walkner Condon Financial 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	$232K	Sell	5,029 -614	-11%	-$28.3K	0.03%	311
2026 Q1	$260K	Buy	5,643 +391	+7%	+$18.1K	0.03%	268
2025 Q4	$243K	Buy	+5,252	New	+$243K	0.03%	269
2025 Q1	–	Sell	-12,942	Closed	-$590K	–	288
2024 Q4	$590K	Buy	12,942 +693	+6%	+$31.8K	0.12%	141
2024 Q3	$568K	Buy	12,249 +218	+2%	+$10K	0.12%	144
2024 Q2	$547K	Sell	12,031 -339	-3%	-$15.3K	0.12%	135
2024 Q1	$564K	Buy	+12,370	New	+$562K	0.12%	142

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

Walkner Condon Financial Advisors's JPIE Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its JPMorgan Income ETF (JPIE) stake by 11% in Q2 2026, selling an estimated $28.3K and leaving 5,029 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #311.

Walkner Condon Financial Advisors first reported a position in JPIE in Q1 2024 and has held it in 7 quarters since. The position peaked at $590K in Q4 2024. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Walkner Condon Financial Advisors held 5,029 shares of JPMorgan Income ETF worth $232K as of Q2 2026.
Walkner Condon Financial Advisors sold 614 JPMorgan Income ETF shares in Q2 2026, an estimated $28.3K.
JPMorgan Income ETF made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #311 holding.
Walkner Condon Financial Advisors first reported a position in JPMorgan Income ETF in Q1 2024 and has held it in 7 quarters since.
Walkner Condon Financial Advisors's JPMorgan Income ETF position peaked at $590K in Q4 2024.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.