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Legacy Edge Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Legacy Edge Advisors’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 		$1.75M Sell
37,734
-406,661
-92% -$18.7M 0.23% 55
2026
Q1 		$20.5M Buy
444,395
+210,771
+90% +$9.76M 2.15% 10
2025
Q4 		$10.8M Buy
+233,624
New +$10.8M 1.18% 25

Other funds holding JPIE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return

Legacy Edge Advisors's JPIE Position: Q2 2026 in Review

Legacy Edge Advisors reduced its JPMorgan Income ETF (JPIE) stake by 92% in Q2 2026, selling an estimated $18.7M and leaving 37,734 shares worth $1.75M. The position accounts for 0.23% of the portfolio, ranked #55.

Legacy Edge Advisors first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.5M in Q1 2026. 338 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Legacy Edge Advisors held 37,734 shares of JPMorgan Income ETF worth $1.75M as of Q2 2026.
  • Legacy Edge Advisors sold 406,661 JPMorgan Income ETF shares in Q2 2026, an estimated $18.7M.
  • JPMorgan Income ETF made up 0.23% of Legacy Edge Advisors's portfolio in Q2 2026, its #55 holding.
  • Legacy Edge Advisors first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's JPMorgan Income ETF position peaked at $20.5M in Q1 2026.
  • 338 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.