LEA
JPIE icon

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 		$29.4M Buy
637,747
+193,352
+44% +$8.9M 2.7% 8
2026
Q1 		$20.5M Buy
444,395
+210,771
+90% +$9.76M 2.15% 10
2025
Q4 		$10.8M Buy
233,624
+148,361
+174% +$6.87M 1.18% 25
2025
Q3 		$3.96M Buy
85,263
+47,529
+126% +$2.2M 0.47% 37
2025
Q2 		$1.75M Buy
37,734
+6,628
+21% +$304K 0.23% 55
2025
Q1 		$1.43M Buy
31,106
+5,908
+23% +$271K 0.22% 56
2024
Q4 		$1.15M Sell
25,198
-2,221
-8% -$102K 0.18% 64
2024
Q3 		$1.27M Buy
27,419
+6,224
+29% +$286K 0.2% 62
2024
Q2 		$964K Buy
21,195
+11,291
+114% +$511K 0.18% 67
2024
Q1 		$451K Buy
9,904
+1,651
+20% +$75K 0.09% 98
2023
Q4 		$376K Buy
+8,253
New +$368K 0.09% 111

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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Legacy Edge Advisors increased its JPMorgan Income ETF (JPIE) stake by 44% in Q2 2026, buying an estimated $8.9M and bringing the position to 637,747 shares worth $29.4M. The position accounts for 2.7% of the portfolio, ranked #8.

Legacy Edge Advisors first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Legacy Edge Advisors held 637,747 shares of JPMorgan Income ETF worth $29.4M as of Q2 2026.
  • Legacy Edge Advisors bought 193,352 JPMorgan Income ETF shares in Q2 2026, an estimated $8.9M.
  • JPMorgan Income ETF made up 2.7% of Legacy Edge Advisors's portfolio in Q2 2026, its #8 holding.
  • Legacy Edge Advisors first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 479 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.