Wealth Enhancement Advisory Services
JPIE icon

Wealth Enhancement Advisory Services’s JPMorgan Income ETF JPIE Stock Holding History

Wealth Enhancement Advisory Services’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 		$7.79M Sell
169,791
-18,032
-10% -$830K 0.01% 785
2026
Q1 		$8.62M Sell
187,823
-99,369
-35% -$4.6M 0.02% 656
2025
Q4 		$13.3M Buy
287,192
+36,484
+15% +$1.69M 0.02% 602
2025
Q3 		$11.6M Buy
250,708
+42,616
+20% +$1.97M 0.02% 604
2025
Q2 		$9.59M Buy
208,092
+218
+0.1% +$9.99K 0.02% 646
2025
Q1 		$9.58M Buy
207,874
+60,445
+41% +$2.77M 0.02% 597
2024
Q4 		$6.73M Buy
147,429
+15,350
+12% +$704K 0.01% 697
2024
Q3 		$6.13M Buy
132,079
+124,684
+1,686% +$5.72M 0.01% 669
2024
Q2 		$336K Buy
7,395
+678
+10% +$30.7K ﹤0.01% 1901
2024
Q1 		$306K Buy
+6,717
New +$305K ﹤0.01% 1908

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

Wealth Enhancement Advisory Services's JPIE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its JPMorgan Income ETF (JPIE) stake by 9.6% in Q2 2026, selling an estimated $830K and leaving 169,791 shares worth $7.79M. The position accounts for 0.01% of the portfolio, ranked #785.

Wealth Enhancement Advisory Services first reported a position in JPIE in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.3M in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 169,791 shares of JPMorgan Income ETF worth $7.79M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 18,032 JPMorgan Income ETF shares in Q2 2026, an estimated $830K.
  • JPMorgan Income ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #785 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan Income ETF in Q1 2024 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's JPMorgan Income ETF position peaked at $13.3M in Q4 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.