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Clear Trail Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Clear Trail 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 		$15.2M Buy
329,004
+31,232
+10% +$1.44M 2.31% 15
2026
Q1 		$13.7M Buy
+297,772
New +$13.8M 2.28% 17

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

Clear Trail Advisors's JPIE Position: Q2 2026 in Review

Clear Trail Advisors increased its JPMorgan Income ETF (JPIE) stake by 10% in Q2 2026, buying an estimated $1.44M and bringing the position to 329,004 shares worth $15.2M. The position accounts for 2.31% of the portfolio, ranked #15.

Clear Trail Advisors first reported a position in JPIE in Q1 2026 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Clear Trail Advisors held 329,004 shares of JPMorgan Income ETF worth $15.2M as of Q2 2026.
  • Clear Trail Advisors bought 31,232 JPMorgan Income ETF shares in Q2 2026, an estimated $1.44M.
  • JPMorgan Income ETF made up 2.31% of Clear Trail Advisors's portfolio in Q2 2026, its #15 holding.
  • Clear Trail Advisors first reported a position in JPMorgan Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.