Gallacher Capital Management’s JPMorgan Income ETF JPIE Stock Holding History

Gallacher Capital Management’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	$238K	Sell	5,165 -43,267	-89%	-$1.99M	0.13%	231
2026 Q1	$2.23M	Sell	48,432 -1,031	-2%	-$47.7K	0.86%	19
2025 Q4	$2.29M	Buy	49,463 +697	+1%	+$32.3K	0.89%	20
2025 Q3	$2.26M	Sell	48,766 -323	-0.7%	-$15K	0.89%	18
2025 Q2	$2.27M	Sell	49,089 -2,246	-4%	-$103K	1.05%	16
2025 Q1	$2.36M	Sell	51,335 -1,809	-3%	-$83K	1.15%	15
2024 Q4	$2.42M	Buy	53,144 +174	+0.3%	+$7.98K	1.2%	15
2024 Q3	$2.46M	Sell	52,970 -3,654	-6%	-$168K	1.13%	15
2024 Q2	$2.57M	Sell	56,624 -89,465	-61%	-$4.05M	1.35%	12
2024 Q1	$6.66M	Sell	146,089 -4,555	-3%	-$207K	3.38%	3
2023 Q4	$6.87M	Sell	150,644 -11,823	-7%	-$527K	3.83%	3
2023 Q3	$7.21M	Buy	162,467 +142,650	+720%	+$6.39M	4.5%	3
2023 Q2	$896K	Sell	19,817 -155	-0.8%	-$7.06K	0.52%	33
2023 Q1	$914K	Sell	19,972 -23,485	-54%	-$1.07M	0.55%	31
2022 Q4	$1.96M	Buy	+43,457	New	+$1.95M	1.19%	12

Other funds holding JPIE

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

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gallacher Capital Management's JPIE Position: Q2 2026 in Review

Gallacher Capital Management reduced its JPMorgan Income ETF (JPIE) stake by 89% in Q2 2026, selling an estimated $1.99M and leaving 5,165 shares worth $238K. The position accounts for 0.13% of the portfolio, ranked #231.

Gallacher Capital Management first reported a position in JPIE in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.21M in Q3 2023. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Gallacher Capital Management held 5,165 shares of JPMorgan Income ETF worth $238K as of Q2 2026.
Gallacher Capital Management sold 43,267 JPMorgan Income ETF shares in Q2 2026, an estimated $1.99M.
JPMorgan Income ETF made up 0.13% of Gallacher Capital Management's portfolio in Q2 2026, its #231 holding.
Gallacher Capital Management first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 15 quarters since.
Gallacher Capital Management's JPMorgan Income ETF position peaked at $7.21M in Q3 2023.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.