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WBH Advisory’s JPMorgan Income ETF JPIE Stock Holding History

WBH Advisory’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 		$1.55M Buy
33,690
+3,093
+10% +$142K 0.1% 133
2026
Q1 		$1.4M Sell
30,597
-2,953
-9% -$137K 0.11% 137
2025
Q4 		$1.55M Buy
33,550
+3,565
+12% +$165K 0.12% 128
2025
Q3 		$1.39M Buy
29,985
+7,928
+36% +$367K 0.11% 136
2025
Q2 		$1.02M Buy
+22,057
New +$1.01M 0.09% 162

Other funds holding JPIE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
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
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return

WBH Advisory's JPIE Position: Q2 2026 in Review

WBH Advisory increased its JPMorgan Income ETF (JPIE) stake by 10% in Q2 2026, buying an estimated $142K and bringing the position to 33,690 shares worth $1.55M. The position accounts for 0.1% of the portfolio, ranked #133.

WBH Advisory first reported a position in JPIE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.55M in Q4 2025. 348 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • WBH Advisory held 33,690 shares of JPMorgan Income ETF worth $1.55M as of Q2 2026.
  • WBH Advisory bought 3,093 JPMorgan Income ETF shares in Q2 2026, an estimated $142K.
  • JPMorgan Income ETF made up 0.1% of WBH Advisory's portfolio in Q2 2026, its #133 holding.
  • WBH Advisory first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 5 quarters since.
  • WBH Advisory's JPMorgan Income ETF position peaked at $1.55M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.