Commons Capital’s JPMorgan Income ETF JPIE Stock Holding History

Commons Capital’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	-21,000	Closed	-$972K	–	103
2025 Q4	$972K	Buy	21,000 +1,106	+6%	+$51.2K	0.65%	38
2025 Q3	$923K	Buy	19,894 +1,056	+6%	+$48.9K	0.6%	43
2025 Q2	$873K	Sell	18,838 -2,026	-10%	-$92.8K	0.66%	37
2025 Q1	$961K	Buy	+20,864	New	+$957K	0.88%	32

Other funds holding JPIE

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commons Capital's JPIE Position: Q1 2026 in Review

Commons Capital sold out of JPMorgan Income ETF (JPIE) in Q1 2026, closing a stake of 21,000 shares — an estimated $972K sold.

Commons Capital first reported a position in JPIE in Q1 2025 and held it in 4 quarters. The position peaked at $972K in Q4 2025. 448 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Commons Capital reported no remaining JPMorgan Income ETF position as of Q1 2026 after selling out during the quarter.
Commons Capital sold 21,000 JPMorgan Income ETF shares in Q1 2026, an estimated $972K.
Commons Capital first reported a position in JPMorgan Income ETF in Q1 2025 and held it in 4 quarters.
Commons Capital's JPMorgan Income ETF position peaked at $972K in Q4 2025.
448 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Commons Capital's 13F filing for Q1 2026, filed 30 Apr 2026.