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Global View Capital Management’s JPMorgan Income ETF JPIE Stock Holding History

Global View 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
Q1 		– Sell
-6,945
Closed -$321K – 154
2025
Q4 		$321K Buy
6,945
+220
+3% +$10.2K 0.06% 111
2025
Q3 		$312K Buy
6,725
+1,450
+27% +$67.1K 0.07% 109
2025
Q2 		$244K Buy
+5,275
New +$242K 0.08% 104

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Global View Capital Management's JPIE Position: Q1 2026 in Review

Global View Capital Management sold out of JPMorgan Income ETF (JPIE) in Q1 2026, closing a stake of 6,945 shares — an estimated $321K sold.

Global View Capital Management first reported a position in JPIE in Q2 2025 and held it in 3 quarters. The position peaked at $321K in Q4 2025. 449 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Global View Capital Management reported no remaining JPMorgan Income ETF position as of Q1 2026 after selling out during the quarter.
  • Global View Capital Management sold 6,945 JPMorgan Income ETF shares in Q1 2026, an estimated $321K.
  • Global View Capital Management first reported a position in JPMorgan Income ETF in Q2 2025 and held it in 3 quarters.
  • Global View Capital Management's JPMorgan Income ETF position peaked at $321K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Global View Capital Management's 13F filing for Q1 2026, filed 4 May 2026.