XY Planning Network’s JPMorgan Income ETF JPIE Stock Holding History

XY Planning Network’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	$367K	Buy	7,962 +2,439	+44%	+$112K	0.05%	255
2026 Q1	$253K	Buy	5,523 +665	+14%	+$30.8K	0.04%	251
2025 Q4	$225K	Buy	+4,858	New	+$225K	0.04%	240

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

XY Planning Network's JPIE Position: Q2 2026 in Review

XY Planning Network increased its JPMorgan Income ETF (JPIE) stake by 44% in Q2 2026, buying an estimated $112K and bringing the position to 7,962 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #255.

XY Planning Network first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

XY Planning Network held 7,962 shares of JPMorgan Income ETF worth $367K as of Q2 2026.
XY Planning Network bought 2,439 JPMorgan Income ETF shares in Q2 2026, an estimated $112K.
JPMorgan Income ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #255 holding.
XY Planning Network first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.