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WealthPLAN Partners’s JPMorgan Income ETF JPIE Stock Holding History

WealthPLAN Partners’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 		$541K Buy
11,757
+6,675
+131% +$307K 0.1% 154
2026
Q1 		$234K Buy
+5,082
New +$235K 0.05% 207

Other funds holding JPIE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

WealthPLAN Partners's JPIE Position: Q2 2026 in Review

WealthPLAN Partners increased its JPMorgan Income ETF (JPIE) stake by 131% in Q2 2026, buying an estimated $307K and bringing the position to 11,757 shares worth $541K. The position accounts for 0.1% of the portfolio, ranked #154.

WealthPLAN Partners first reported a position in JPIE in Q1 2026 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • WealthPLAN Partners held 11,757 shares of JPMorgan Income ETF worth $541K as of Q2 2026.
  • WealthPLAN Partners bought 6,675 JPMorgan Income ETF shares in Q2 2026, an estimated $307K.
  • JPMorgan Income ETF made up 0.1% of WealthPLAN Partners's portfolio in Q2 2026, its #154 holding.
  • WealthPLAN Partners first reported a position in JPMorgan Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.