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Wedbush Securities’s JPMorgan Income ETF JPIE Stock Holding History

Wedbush Securities’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 		$222K Buy
4,829
+275
+6% +$12.7K 0.01% 1146
2026
Q1 		$210K Buy
4,554
+150
+3% +$6.95K 0.01% 1105
2025
Q4 		$204K Buy
+4,404
New +$204K 0.01% 1105

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

Wedbush Securities's JPIE Position: Q2 2026 in Review

Wedbush Securities increased its JPMorgan Income ETF (JPIE) stake by 6% in Q2 2026, buying an estimated $12.7K and bringing the position to 4,829 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #1146.

Wedbush Securities first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Wedbush Securities held 4,829 shares of JPMorgan Income ETF worth $222K as of Q2 2026.
  • Wedbush Securities bought 275 JPMorgan Income ETF shares in Q2 2026, an estimated $12.7K.
  • JPMorgan Income ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1146 holding.
  • Wedbush Securities first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.