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Fortis Capital Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Fortis Capital 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 		$1.2M Buy
26,029
+747
+3% +$34.4K 0.13% 137
2026
Q1 		$1.16M Buy
25,282
+16,271
+181% +$753K 0.15% 109
2025
Q4 		$417K Buy
9,011
+1,676
+23% +$77.6K 0.06% 216
2025
Q3 		$340K Buy
+7,335
New +$340K 0.05% 214
2025
Q1 		– Sell
-12,543
Closed -$578K – 278
2024
Q4 		$578K Buy
+12,543
New +$575K 0.2% 100
2024
Q3 		– Sell
-11,021
Closed -$501K – 191
2024
Q2 		$501K Sell
11,021
-8,071
-42% -$365K 0.18% 101
2024
Q1 		$870K Buy
+19,092
New +$867K 0.37% 53

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

Fortis Capital Advisors's JPIE Position: Q2 2026 in Review

Fortis Capital Advisors increased its JPMorgan Income ETF (JPIE) stake by 3% in Q2 2026, buying an estimated $34.4K and bringing the position to 26,029 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #137.

Fortis Capital Advisors first reported a position in JPIE in Q1 2024 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Fortis Capital Advisors held 26,029 shares of JPMorgan Income ETF worth $1.2M as of Q2 2026.
  • Fortis Capital Advisors bought 747 JPMorgan Income ETF shares in Q2 2026, an estimated $34.4K.
  • JPMorgan Income ETF made up 0.13% of Fortis Capital Advisors's portfolio in Q2 2026, its #137 holding.
  • Fortis Capital Advisors first reported a position in JPMorgan Income ETF in Q1 2024 and has held it in 7 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.