Kickstand Ventures’s JPMorgan Income ETF JPIE Stock Holding History

Kickstand Ventures’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	$6.47M	Buy	140,412 +37,677	+37%	+$1.73M	1.18%	28
2026 Q1	$4.73M	Buy	102,735 +66	+0.1%	+$3.06K	1%	30
2025 Q4	$4.75M	Buy	102,669 +1,264	+1%	+$58.6K	1%	30
2025 Q3	$4.71M	Buy	101,405 +6,746	+7%	+$312K	1.04%	28
2025 Q2	$4.38M	Buy	94,659 +853	+0.9%	+$39.1K	1.03%	29
2025 Q1	$4.32M	Buy	93,806 +8,752	+10%	+$402K	1.11%	28
2024 Q4	$3.88M	Buy	85,054 +22,518	+36%	+$1.03M	0.99%	29
2024 Q3	$2.9M	Buy	+62,536	New	+$2.87M	0.74%	34
2024 Q2	–	Sell	-62,280	Closed	-$2.84M	–	83
2024 Q1	$2.84M	Sell	62,280 -37,779	-38%	-$1.72M	0.8%	30
2023 Q4	$4.56M	Buy	100,059 +30,453	+44%	+$1.36M	1.31%	25
2023 Q3	$3.09M	Buy	+69,606	New	+$3.12M	0.96%	37

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kickstand Ventures's JPIE Position: Q2 2026 in Review

Kickstand Ventures increased its JPMorgan Income ETF (JPIE) stake by 37% in Q2 2026, buying an estimated $1.73M and bringing the position to 140,412 shares worth $6.47M. The position accounts for 1.18% of the portfolio, ranked #28.

Kickstand Ventures first reported a position in JPIE in Q3 2023 and has held it in 11 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Kickstand Ventures held 140,412 shares of JPMorgan Income ETF worth $6.47M as of Q2 2026.
Kickstand Ventures bought 37,677 JPMorgan Income ETF shares in Q2 2026, an estimated $1.73M.
JPMorgan Income ETF made up 1.18% of Kickstand Ventures's portfolio in Q2 2026, its #28 holding.
Kickstand Ventures first reported a position in JPMorgan Income ETF in Q3 2023 and has held it in 11 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Kickstand Ventures's 13F filing for Q2 2026, filed 30 Jul 2026.