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Wellington-Altus USA’s JPMorgan Income ETF JPIE Stock Holding History

Wellington-Altus USA’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 		$6.45K Hold
140
– – ﹤0.01% 597
2026
Q1 		$6.45K Hold
140
– – ﹤0.01% 624
2025
Q4 		$6.48K Buy
+140
New +$6.49K ﹤0.01% 607

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

Wellington-Altus USA's JPIE Position: Q2 2026 in Review

Wellington-Altus USA held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 140 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Wellington-Altus USA first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.48K in Q4 2025. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Wellington-Altus USA held 140 shares of JPMorgan Income ETF worth $6.45K as of Q2 2026.
  • Wellington-Altus USA left its JPMorgan Income ETF share count unchanged in Q2 2026.
  • JPMorgan Income ETF made up ﹤0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #597 holding.
  • Wellington-Altus USA first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's JPMorgan Income ETF position peaked at $6.48K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.