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JPIE icon

Harbour Investments’s JPMorgan Income ETF JPIE Stock Holding History

Harbour Investments’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 		$5.26M Sell
114,175
-1,367
-1% -$62.9K 0.07% 260
2026
Q1 		$5.32M Buy
115,542
+20,517
+22% +$950K 0.08% 229
2025
Q4 		$4.4M Buy
95,025
+19,345
+26% +$896K 0.09% 215
2025
Q3 		$3.51M Buy
75,680
+56,387
+292% +$2.61M 0.08% 228
2025
Q2 		$894K Sell
19,293
-766
-4% -$35.1K 0.02% 567
2025
Q1 		$924K Buy
20,059
+579
+3% +$26.6K 0.03% 505
2024
Q4 		$889K Buy
19,480
+774
+4% +$35.5K 0.03% 508
2024
Q3 		$868K Buy
+18,706
New +$858K 0.03% 491

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

Harbour Investments's JPIE Position: Q2 2026 in Review

Harbour Investments reduced its JPMorgan Income ETF (JPIE) stake by 1.2% in Q2 2026, selling an estimated $62.9K and leaving 114,175 shares worth $5.26M. The position accounts for 0.07% of the portfolio, ranked #260.

Harbour Investments first reported a position in JPIE in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.32M in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Harbour Investments held 114,175 shares of JPMorgan Income ETF worth $5.26M as of Q2 2026.
  • Harbour Investments sold 1,367 JPMorgan Income ETF shares in Q2 2026, an estimated $62.9K.
  • JPMorgan Income ETF made up 0.07% of Harbour Investments's portfolio in Q2 2026, its #260 holding.
  • Harbour Investments first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 8 quarters since.
  • Harbour Investments's JPMorgan Income ETF position peaked at $5.32M in Q1 2026.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.