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Waterfront Wealth’s JPMorgan Income ETF JPIE Stock Holding History

Waterfront 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 		$1.09M Buy
23,733
+1,903
+9% +$87.6K 0.17% 156
2026
Q1 		$1.01M Buy
21,830
+2,428
+13% +$112K 0.18% 152
2025
Q4 		$900K Buy
19,402
+803
+4% +$37.2K 0.17% 161
2025
Q3 		$862K Buy
18,599
+2,749
+17% +$127K 0.18% 159
2025
Q2 		$734K Sell
15,850
-1,164
-7% -$53.3K 0.16% 166
2025
Q1 		$784K Buy
17,014
+2,867
+20% +$132K 0.19% 156
2024
Q4 		$645K Buy
14,147
+126
+0.9% +$5.78K 0.16% 166
2024
Q3 		$643K Buy
+14,021
New +$643K 0.16% 169

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

Waterfront Wealth's JPIE Position: Q2 2026 in Review

Waterfront Wealth increased its JPMorgan Income ETF (JPIE) stake by 8.7% in Q2 2026, buying an estimated $87.6K and bringing the position to 23,733 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #156.

Waterfront Wealth first reported a position in JPIE in Q3 2024 and has held it in 8 quarters since. 230 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Waterfront Wealth held 23,733 shares of JPMorgan Income ETF worth $1.09M as of Q2 2026.
  • Waterfront Wealth bought 1,903 JPMorgan Income ETF shares in Q2 2026, an estimated $87.6K.
  • JPMorgan Income ETF made up 0.17% of Waterfront Wealth's portfolio in Q2 2026, its #156 holding.
  • Waterfront Wealth first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 230 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.