CAL
JPIE icon

Capital Analysts LLC’s JPMorgan Income ETF JPIE Stock Holding History

Capital Analysts LLC’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 		$2.1M Buy
45,494
+17,786
+64% +$819K 0.05% 263
2026
Q1 		$1.28M Buy
27,708
+14,931
+117% +$691K 0.03% 306
2025
Q4 		$592K Buy
12,777
+7,447
+140% +$345K 0.02% 403
2025
Q3 		$247K Buy
+5,330
New +$247K 0.01% 556

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

Capital Analysts LLC's JPIE Position: Q2 2026 in Review

Capital Analysts LLC increased its JPMorgan Income ETF (JPIE) stake by 64% in Q2 2026, buying an estimated $819K and bringing the position to 45,494 shares worth $2.1M. The position accounts for 0.05% of the portfolio, ranked #263.

Capital Analysts LLC first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Capital Analysts LLC held 45,494 shares of JPMorgan Income ETF worth $2.1M as of Q2 2026.
  • Capital Analysts LLC bought 17,786 JPMorgan Income ETF shares in Q2 2026, an estimated $819K.
  • JPMorgan Income ETF made up 0.05% of Capital Analysts LLC's portfolio in Q2 2026, its #263 holding.
  • Capital Analysts LLC first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.