Echo Wealth Management, LLC JPIE holdings history
JPMORGAN INCOME ETF · CUSIP 46641Q159 · CIK 1846994
As of 2026-06-30, Echo Wealth Management, LLC reported 466.28K JPIE (shares), valued at $21.47M, or 10.96% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares increased 5.58%; reported value increased 5.54%, and weight changed -0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 10.96% | 466,277 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 11.71% | 441,628 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 11.29% | 417,704 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 13.66% | 504,207 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 13.91% | 489,979 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 14.77% | 474,595 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 13.87% | 440,061 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 13.95% | 434,342 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 12.19% | 355,837 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 11.95% | 316,350 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 12.48% | 294,574 | SEC filing ↗Filed Jan 17, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 12.48% | 294,574 | $13.37M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 11.95% | 316,350 | $14.41M | Shares increased 7.39%; reported value increased 7.77%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 12.19% | 355,837 | $16.18M | Shares increased 12.48%; reported value increased 12.24%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 13.95% | 434,342 | $19.95M | Shares increased 22.06%; reported value increased 23.32%, and weight changed +1.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 13.87% | 440,061 | $20.08M | Shares increased 1.32%; reported value increased 0.63%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 14.77% | 474,595 | $21.86M | Shares increased 7.85%; reported value increased 8.91%, and weight changed +0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 13.91% | 489,979 | $22.70M | Shares increased 3.24%; reported value increased 3.80%, and weight changed -0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 13.66% | 504,207 | $23.40M | Shares increased 2.90%; reported value increased 3.10%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 11.29% | 417,704 | $19.34M | Shares decreased 17.16%; reported value decreased 17.37%, and weight changed -2.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 11.71% | 441,628 | $20.35M | Shares increased 5.73%; reported value increased 5.22%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 10.96% | 466,277 | $21.47M | Shares increased 5.58%; reported value increased 5.54%, and weight changed -0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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