WMA
JPIE icon

West Michigan Advisors’s JPMorgan Income ETF JPIE Stock Holding History

West Michigan Advisors’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 		$341K Sell
7,411
-17,334
-70% -$798K 0.06% 222
2026
Q1 		$1.14M Buy
24,745
+2,620
+12% +$121K 0.25% 96
2025
Q4 		$1.03M Buy
22,125
+3,231
+17% +$150K 0.24% 104
2025
Q3 		$877K Buy
18,894
+1,005
+6% +$46.5K 0.21% 108
2025
Q2 		$829K Buy
17,889
+6,196
+53% +$284K 0.23% 83
2025
Q1 		$539K Buy
11,693
+4,071
+53% +$187K 0.18% 97
2024
Q4 		$349K Buy
+7,622
New +$349K 0.11% 132

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

West Michigan Advisors's JPIE Position: Q2 2026 in Review

West Michigan Advisors reduced its JPMorgan Income ETF (JPIE) stake by 70% in Q2 2026, selling an estimated $798K and leaving 7,411 shares worth $341K. The position accounts for 0.06% of the portfolio, ranked #222.

West Michigan Advisors first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q1 2026. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • West Michigan Advisors held 7,411 shares of JPMorgan Income ETF worth $341K as of Q2 2026.
  • West Michigan Advisors sold 17,334 JPMorgan Income ETF shares in Q2 2026, an estimated $798K.
  • JPMorgan Income ETF made up 0.06% of West Michigan Advisors's portfolio in Q2 2026, its #222 holding.
  • West Michigan Advisors first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
  • West Michigan Advisors's JPMorgan Income ETF position peaked at $1.14M in Q1 2026.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.