Enclave Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Enclave 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	$44.2M	Buy	960,511 +82,424	+9%	+$3.79M	5.76%	3
2026 Q1	$40.5M	Sell	878,087 -59,292	-6%	-$2.75M	5.77%	4
2025 Q4	$43.4M	Buy	937,379 +64,477	+7%	+$2.99M	6.15%	4
2025 Q3	$40.5M	Buy	872,902 +41,007	+5%	+$1.9M	6.19%	4
2025 Q2	$38.5M	Buy	831,895 +20,114	+2%	+$922K	6.22%	4
2025 Q1	$37.4M	Sell	811,781 -20,647	-2%	-$947K	6.38%	4
2024 Q4	$38M	Buy	832,428 +62,870	+8%	+$2.88M	6.25%	4
2024 Q3	$35.7M	Buy	+769,558	New	+$35.3M	6.05%	4

Other funds holding JPIE

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return