BCA
JPIE icon

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

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

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. 478 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.
  • 478 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.