WIM
JPIE icon

WealthPlan Investment Management’s JPMorgan Income ETF JPIE Stock Holding History

WealthPlan Investment Management’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 		$2.57M Buy
55,742
+12,219
+28% +$562K 0.13% 140
2026
Q1 		$2.01M Buy
43,523
+14,800
+52% +$685K 0.11% 155
2025
Q4 		$1.33M Sell
28,723
-3,916
-12% -$181K 0.08% 175
2025
Q3 		$1.51M Buy
+32,639
New +$1.51M 0.1% 149

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

WealthPlan Investment Management's JPIE Position: Q2 2026 in Review

WealthPlan Investment Management increased its JPMorgan Income ETF (JPIE) stake by 28% in Q2 2026, buying an estimated $562K and bringing the position to 55,742 shares worth $2.57M. The position accounts for 0.13% of the portfolio, ranked #140.

WealthPlan Investment Management first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • WealthPlan Investment Management held 55,742 shares of JPMorgan Income ETF worth $2.57M as of Q2 2026.
  • WealthPlan Investment Management bought 12,219 JPMorgan Income ETF shares in Q2 2026, an estimated $562K.
  • JPMorgan Income ETF made up 0.13% of WealthPlan Investment Management's portfolio in Q2 2026, its #140 holding.
  • WealthPlan Investment Management first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.