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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
Q2 		$2.22M Buy
48,245
+2,673
+6% +$123K 0.07% 283
2026
Q1 		$2.1M Buy
+45,572
New +$2.11M 0.08% 271
2025
Q1 		– Sell
-39,153
Closed -$1.79M – 726
2024
Q4 		$1.79M Buy
39,153
+16,850
+76% +$773K 0.1% 214
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
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

Western Wealth Management's JPIE Position: Q2 2026 in Review

Western Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 5.9% in Q2 2026, buying an estimated $123K and bringing the position to 48,245 shares worth $2.22M. The position accounts for 0.07% of the portfolio, ranked #283.

Western Wealth Management first reported a position in JPIE in Q3 2022 and has held it in 10 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Western Wealth Management held 48,245 shares of JPMorgan Income ETF worth $2.22M as of Q2 2026.
  • Western Wealth Management bought 2,673 JPMorgan Income ETF shares in Q2 2026, an estimated $123K.
  • JPMorgan Income ETF made up 0.07% of Western Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Western Wealth Management first reported a position in JPMorgan Income ETF in Q3 2022 and has held it in 10 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.