JY
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Jeff Yass’s JPMorgan Income ETF JPIE Stock Holding History

Jeff Yass’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 		$5.79M Buy
125,777
+38,256
+44% +$1.76M ﹤0.01% 4326
2026
Q1 		$4.03M Buy
87,521
+56,961
+186% +$2.64M ﹤0.01% 4642
2025
Q4 		$1.41M Buy
+30,560
New +$1.42M ﹤0.01% 6393
2025
Q3 		– Sell
-22,259
Closed -$1.03M – 13177
2025
Q2 		$1.03M Buy
+22,259
New +$1.02M ﹤0.01% 7361
2025
Q1 		– Sell
-10,630
Closed -$485K – 12994
2024
Q4 		$485K Buy
10,630
+2,773
+35% +$127K ﹤0.01% 8745
2024
Q3 		$364K Buy
+7,857
New +$360K ﹤0.01% 9179
2023
Q4 		– Sell
-19,644
Closed -$872K – 12844
2023
Q3 		$872K Buy
+19,644
New +$880K ﹤0.01% 6927

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

Jeff Yass's JPIE Position: Q2 2026 in Review

Jeff Yass increased its JPMorgan Income ETF (JPIE) stake by 44% in Q2 2026, buying an estimated $1.76M and bringing the position to 125,777 shares worth $5.79M. The position accounts for ﹤0.01% of the portfolio, ranked #4326.

Jeff Yass first reported a position in JPIE in Q3 2023 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Jeff Yass held 125,777 shares of JPMorgan Income ETF worth $5.79M as of Q2 2026.
  • Jeff Yass bought 38,256 JPMorgan Income ETF shares in Q2 2026, an estimated $1.76M.
  • JPMorgan Income ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4326 holding.
  • Jeff Yass first reported a position in JPMorgan Income ETF in Q3 2023 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 Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.