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Winch Advisory Services’s JPMorgan Income ETF JPIE Stock Holding History

Winch Advisory Services’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 		$700 Hold
15
– – ﹤0.01% 513
2026
Q1 		$691 Buy
+15
New +$694 ﹤0.01% 476

Other funds holding JPIE

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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

Winch Advisory Services's JPIE Position: Q2 2026 in Review

Winch Advisory Services held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 15 shares worth $700. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Winch Advisory Services first reported a position in JPIE in Q1 2026 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Winch Advisory Services held 15 shares of JPMorgan Income ETF worth $700 as of Q2 2026.
  • Winch Advisory Services left its JPMorgan Income ETF share count unchanged in Q2 2026.
  • JPMorgan Income ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #513 holding.
  • Winch Advisory Services first reported a position in JPMorgan Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.