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

Yukon 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 		$266K Buy
+5,765
New +$265K 0.08% 116
2026
Q1 		– Sell
-11,248
Closed -$521K – 80
2025
Q4 		$521K Buy
11,248
+2,638
+31% +$122K 0.3% 52
2025
Q3 		$400K Buy
+8,610
New +$399K 0.13% 89

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

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

Yukon Wealth Management opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 5,765 shares worth $266K. The stake represents 0.08% of the portfolio and ranks #116 among its holdings. This is a return to the name: Yukon Wealth Management previously reported a position in JPIE as recently as Q4 2025.

Yukon Wealth Management first reported a position in JPIE in Q3 2025 and has held it in 3 quarters since. The position peaked at $521K in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Yukon Wealth Management held 5,765 shares of JPMorgan Income ETF worth $266K as of Q2 2026.
  • JPMorgan Income ETF was a new Yukon Wealth Management position in Q2 2026.
  • JPMorgan Income ETF made up 0.08% of Yukon Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Yukon Wealth Management first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Yukon Wealth Management's JPMorgan Income ETF position peaked at $521K in Q4 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.