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Larch Capital Partners’s JPMorgan Income ETF JPIE Stock Holding History

Larch Capital Partners’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 		$6.7M Hold
145,400
– – 0.96% 14
2026
Q1 		$6.7M Buy
145,400
+4,601
+3% +$213K 0.97% 10
2025
Q4 		$6.55M Buy
+140,799
New +$6.52M 0.9% 8

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

Larch Capital Partners's JPIE Position: Q2 2026 in Review

Larch Capital Partners held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 145,400 shares worth $6.7M. The position accounts for 0.96% of the portfolio, ranked #14.

Larch Capital Partners first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.7M in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Larch Capital Partners held 145,400 shares of JPMorgan Income ETF worth $6.7M as of Q2 2026.
  • Larch Capital Partners left its JPMorgan Income ETF share count unchanged in Q2 2026.
  • JPMorgan Income ETF made up 0.96% of Larch Capital Partners's portfolio in Q2 2026, its #14 holding.
  • Larch Capital Partners first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Larch Capital Partners's JPMorgan Income ETF position peaked at $6.7M in Q1 2026.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Larch Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.