Jim Simons
JPIE icon

Jim Simons’s JPMorgan Income ETF JPIE Stock Holding History

Jim Simons’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
-206,988
Closed -$9.58M – 3485
2025
Q4 		$9.58M Sell
206,988
-501,553
-71% -$23.2M 0.01% 937
2025
Q3 		$32.9M Sell
708,541
-39,889
-5% -$1.85M 0.04% 507
2025
Q2 		$34.7M Buy
748,430
+241,581
+48% +$11.1M 0.05% 472
2025
Q1 		$23.4M Buy
506,849
+429,146
+552% +$19.7M 0.04% 604
2024
Q4 		$3.54M Buy
77,703
+38,803
+100% +$1.78M 0.01% 1658
2024
Q3 		$1.8M Buy
+38,900
New +$1.78M ﹤0.01% 2091

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jim Simons's JPIE Position: Q1 2026 in Review

Jim Simons sold out of JPMorgan Income ETF (JPIE) in Q1 2026, closing a stake of 206,988 shares — an estimated $9.58M sold.

Jim Simons first reported a position in JPIE in Q3 2024 and held it in 6 quarters. The position peaked at $34.7M in Q2 2025. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Jim Simons reported no remaining JPMorgan Income ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 206,988 JPMorgan Income ETF shares in Q1 2026, an estimated $9.58M.
  • Jim Simons first reported a position in JPMorgan Income ETF in Q3 2024 and held it in 6 quarters.
  • Jim Simons's JPMorgan Income ETF position peaked at $34.7M in Q2 2025.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.