Western Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Western Wealth 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 Q1	$2.1M	Buy	+45,572	New	+$2.11M	0.08%	271
2024 Q4	–	Sell	-22,303	Closed	-$1.03M	–	711
2024 Q3	$1.03M	Buy	+22,303	New	+$1.02M	0.06%	303
2024 Q1	–	Sell	-16,620	Closed	-$758K	–	685
2023 Q4	$758K	Sell	16,620 -3,928	-19%	-$175K	0.05%	327
2023 Q3	$912K	Buy	20,548 +195	+1%	+$8.73K	0.08%	269
2023 Q2	$920K	Buy	20,353 +501	+3%	+$22.8K	0.08%	261
2023 Q1	$909K	Buy	19,852 +2,171	+12%	+$99K	0.08%	250
2022 Q4	$798K	Sell	17,681 -4,959	-22%	-$222K	0.08%	268
2022 Q3	$1.01M	Buy	+22,640	New	+$1.04M	0.06%	305

Other funds holding JPIE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Western Wealth Management's JPIE Position: Q1 2026 in Review

Western Wealth Management opened a new position in JPMorgan Income ETF (JPIE) in Q1 2026: 45,572 shares worth $2.1M. The stake represents 0.08% of the portfolio and ranks #271 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in JPIE as recently as Q3 2024.

Western Wealth Management first reported a position in JPIE in Q3 2022 and has held it in 8 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Western Wealth Management held 45,572 shares of JPMorgan Income ETF worth $2.1M as of Q1 2026.
JPMorgan Income ETF was a new Western Wealth Management position in Q1 2026.
JPMorgan Income ETF made up 0.08% of Western Wealth Management's portfolio in Q1 2026, its #271 holding.
Western Wealth Management first reported a position in JPMorgan Income ETF in Q3 2022 and has held it in 8 quarters since.
445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.