Wealthcare Advisory Partners’s JPMorgan Income ETF JPIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$29M Buy
630,709
+35,498
+6% +$1.63M 0.55% 33
2026
Q1
$27.4M Buy
595,211
+62,426
+12% +$2.89M 0.53% 35
2025
Q4
$24.7M Buy
532,785
+18,769
+4% +$870K 0.48% 37
2025
Q3
$23.9M Buy
514,016
+31,139
+6% +$1.44M 0.5% 38
2025
Q2
$22.4M Buy
482,877
+52,164
+12% +$2.39M 0.51% 38
2025
Q1
$19.8M Buy
430,713
+222,546
+107% +$10.2M 0.53% 37
2024
Q4
$9.5M Buy
208,167
+11,093
+6% +$509K 0.26% 77
2024
Q3
$9.14M Buy
197,074
+36,208
+23% +$1.66M 0.26% 76
2024
Q2
$7.31M Buy
160,866
+39,593
+33% +$1.79M 0.23% 79
2024
Q1
$5.53M Buy
121,273
+2,635
+2% +$120K 0.18% 99
2023
Q4
$5.41M Buy
118,638
+9,775
+9% +$436K 0.22% 81
2023
Q3
$4.83M Buy
108,863
+5,495
+5% +$246K 0.22% 84
2023
Q2
$4.67M Buy
103,368
+21,775
+27% +$991K 0.21% 88
2023
Q1
$3.73M Buy
81,593
+60,275
+283% +$2.75M 0.16% 108
2022
Q4
$962K Buy
+21,318
New +$955K 0.05% 282

Other funds holding JPIE

Wealthcare Advisory Partners's JPIE Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its JPMorgan Income ETF (JPIE) stake by 6% in Q2 2026, buying an estimated $1.63M and bringing the position to 630,709 shares worth $29M. The position accounts for 0.55% of the portfolio, ranked #33.

Wealthcare Advisory Partners first reported a position in JPIE in Q4 2022 and has held it in 15 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Wealthcare Advisory Partners held 630,709 shares of JPMorgan Income ETF worth $29M as of Q2 2026.
  • Wealthcare Advisory Partners bought 35,498 JPMorgan Income ETF shares in Q2 2026, an estimated $1.63M.
  • JPMorgan Income ETF made up 0.55% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #33 holding.
  • Wealthcare Advisory Partners first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.