Bay Colony Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Bay Colony Advisors’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	$1.62M	Sell	35,075 -8,959	-20%	-$412K	0.18%	115
2026 Q1	$2.03M	Sell	44,034 -1,569	-3%	-$72.6K	0.25%	89
2025 Q4	$2.11M	Sell	45,603 -2,916	-6%	-$135K	0.25%	75
2025 Q3	$2.25M	Buy	48,519 +28,531	+143%	+$1.32M	0.27%	81
2025 Q2	$926K	Buy	+19,988	New	+$916K	0.13%	155

Other funds holding JPIE

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

LAMC

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Bay Colony Advisors's JPIE Position: Q2 2026 in Review

Bay Colony Advisors reduced its JPMorgan Income ETF (JPIE) stake by 20% in Q2 2026, selling an estimated $412K and leaving 35,075 shares worth $1.62M. The position accounts for 0.18% of the portfolio, ranked #115.

Bay Colony Advisors first reported a position in JPIE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.25M in Q3 2025. 86 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Bay Colony Advisors held 35,075 shares of JPMorgan Income ETF worth $1.62M as of Q2 2026.
Bay Colony Advisors sold 8,959 JPMorgan Income ETF shares in Q2 2026, an estimated $412K.
JPMorgan Income ETF made up 0.18% of Bay Colony Advisors's portfolio in Q2 2026, its #115 holding.
Bay Colony Advisors first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 5 quarters since.
Bay Colony Advisors's JPMorgan Income ETF position peaked at $2.25M in Q3 2025.
86 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.