Brinker Capital Investments’s JPMorgan Income ETF JPIE Stock Holding History

Brinker Capital Investments’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	$3.79M	Sell	82,225 -8,904	-10%	-$410K	0.03%	488
2026 Q1	$4.2M	Sell	91,129 -16,319	-15%	-$756K	0.04%	424
2025 Q4	$4.97M	Sell	107,448 -934	-0.9%	-$43.3K	0.04%	433
2025 Q3	$5.03M	Buy	108,382 +644	+0.6%	+$29.8K	0.04%	426
2025 Q2	$4.99M	Buy	107,738 +74,321	+222%	+$3.41M	0.04%	389
2025 Q1	$1.54M	Buy	+33,417	New	+$1.53M	0.02%	851

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brinker Capital Investments's JPIE Position: Q2 2026 in Review

Brinker Capital Investments reduced its JPMorgan Income ETF (JPIE) stake by 9.8% in Q2 2026, selling an estimated $410K and leaving 82,225 shares worth $3.79M. The position accounts for 0.03% of the portfolio, ranked #488.

Brinker Capital Investments first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.03M in Q3 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Brinker Capital Investments held 82,225 shares of JPMorgan Income ETF worth $3.79M as of Q2 2026.
Brinker Capital Investments sold 8,904 JPMorgan Income ETF shares in Q2 2026, an estimated $410K.
JPMorgan Income ETF made up 0.03% of Brinker Capital Investments's portfolio in Q2 2026, its #488 holding.
Brinker Capital Investments first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
Brinker Capital Investments's JPMorgan Income ETF position peaked at $5.03M in Q3 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.