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Beacon Capital Management Inc (Ohio)’s JPMorgan Income ETF JPIE Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q1 		– Sell
-425
Closed -$19.7K – 150
2025
Q4 		$19.7K Sell
425
-452
-52% -$20.9K ﹤0.01% 82
2025
Q3 		$40.7K Sell
877
-1,852
-68% -$85.7K ﹤0.01% 65
2025
Q2 		$126K Buy
+2,729
New +$125K 0.01% 38

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Beacon Capital Management Inc (Ohio)'s JPIE Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) sold out of JPMorgan Income ETF (JPIE) in Q1 2026, closing a stake of 425 shares — an estimated $19.7K sold.

Beacon Capital Management Inc (Ohio) first reported a position in JPIE in Q2 2025 and held it in 3 quarters. The position peaked at $126K in Q2 2025. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Beacon Capital Management Inc (Ohio) reported no remaining JPMorgan Income ETF position as of Q1 2026 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 425 JPMorgan Income ETF shares in Q1 2026, an estimated $19.7K.
  • Beacon Capital Management Inc (Ohio) first reported a position in JPMorgan Income ETF in Q2 2025 and held it in 3 quarters.
  • Beacon Capital Management Inc (Ohio)'s JPMorgan Income ETF position peaked at $126K in Q2 2025.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.