Wayfinding Financial’s JPMorgan Income ETF JPIE Stock Holding History

Wayfinding Financial’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	$399K	Sell	8,681 -265	-3%	-$12.2K	0.15%	100
2026 Q1	$412K	Sell	8,946 -2,522	-22%	-$117K	0.18%	83
2025 Q4	$533K	Sell	11,468 -1,829	-14%	-$84.7K	0.23%	76
2025 Q3	$617K	Buy	13,297 +834	+7%	+$38.6K	0.27%	63
2025 Q2	$576K	Sell	12,463 -5,399	-30%	-$247K	0.26%	66
2025 Q1	$822K	Buy	17,862 +3,882	+28%	+$178K	0.36%	51
2024 Q4	$640K	Sell	13,980 -1,153	-8%	-$52.9K	0.34%	56
2024 Q3	$702K	Buy	15,133 +1,347	+10%	+$61.8K	0.52%	32
2024 Q2	$626K	Buy	13,786 +3,780	+38%	+$171K	0.35%	56
2024 Q1	$452K	Buy	10,006 +1,433	+17%	+$65.1K	0.26%	74
2023 Q4	$393K	Sell	8,573 -19	-0.2%	-$848	0.27%	69
2023 Q3	$380K	Buy	8,592 +2,514	+41%	+$113K	0.29%	63
2023 Q2	$274K	Buy	+6,078	New	+$277K	0.19%	84

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

Wayfinding Financial's JPIE Position: Q2 2026 in Review

Wayfinding Financial reduced its JPMorgan Income ETF (JPIE) stake by 3% in Q2 2026, selling an estimated $12.2K and leaving 8,681 shares worth $399K. The position accounts for 0.15% of the portfolio, ranked #100.

Wayfinding Financial first reported a position in JPIE in Q2 2023 and has held it in 13 quarters since. The position peaked at $822K in Q1 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Wayfinding Financial held 8,681 shares of JPMorgan Income ETF worth $399K as of Q2 2026.
Wayfinding Financial sold 265 JPMorgan Income ETF shares in Q2 2026, an estimated $12.2K.
JPMorgan Income ETF made up 0.15% of Wayfinding Financial's portfolio in Q2 2026, its #100 holding.
Wayfinding Financial first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 13 quarters since.
Wayfinding Financial's JPMorgan Income ETF position peaked at $822K in Q1 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.