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

Hilton 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 		$54.5M Buy
1,183,795
+214,528
+22% +$9.87M 3.71% 5
2026
Q1 		$44.7M Buy
969,267
+41,605
+4% +$1.93M 3.37% 5
2025
Q4 		$42.9M Buy
927,662
+26,068
+3% +$1.21M 3.23% 5
2025
Q3 		$41.8M Sell
901,594
-49,123
-5% -$2.27M 3.39% 6
2025
Q2 		$44M Buy
+950,717
New +$43.6M 3.51% 5

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

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

Hilton Capital Management increased its JPMorgan Income ETF (JPIE) stake by 22% in Q2 2026, buying an estimated $9.87M and bringing the position to 1,183,795 shares worth $54.5M. The position accounts for 3.71% of the portfolio, ranked #5.

Hilton Capital Management first reported a position in JPIE in Q2 2025 and has held it in 5 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Hilton Capital Management held 1,183,795 shares of JPMorgan Income ETF worth $54.5M as of Q2 2026.
  • Hilton Capital Management bought 214,528 JPMorgan Income ETF shares in Q2 2026, an estimated $9.87M.
  • JPMorgan Income ETF made up 3.71% of Hilton Capital Management's portfolio in Q2 2026, its #5 holding.
  • Hilton Capital Management first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Hilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.