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Lionsbridge Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Lionsbridge Wealth Management’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 		$6.34M Sell
137,667
-5,578
-4% -$257K 6.22% 2
2026
Q1 		$6.6M Buy
143,245
+2,677
+2% +$124K 6.64% 2
2025
Q4 		$6.51M Buy
140,568
+560
+0.4% +$25.9K 6.58% 1
2025
Q3 		$6.5M Buy
140,008
+2,311
+2% +$107K 6.4% 1
2025
Q2 		$6.38M Buy
137,697
+3,819
+3% +$175K 6.35% 2
2025
Q1 		$6.17M Sell
133,878
-18,335
-12% -$841K 5.48% 3
2024
Q4 		$6.94M Sell
152,213
-8,023
-5% -$368K 5.83% 2
2024
Q3 		$7.43M Sell
160,236
-24,975
-13% -$1.15M 5.87% 2
2024
Q2 		$8.42M Sell
185,211
-1,575
-0.8% -$71.2K 6.74% 2
2024
Q1 		$8.51M Buy
186,786
+43,305
+30% +$1.97M 6.58% 1
2023
Q4 		$6.54M Buy
143,481
+69,907
+95% +$3.12M 5.23% 2
2023
Q3 		$3.27M Buy
73,574
+862
+1% +$38.6K 3.1% 7
2023
Q2 		$3.29M Buy
72,712
+1,373
+2% +$62.5K 2.94% 14
2023
Q1 		$3.27M Buy
+71,339
New +$3.25M 3.01% 9

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

Lionsbridge Wealth Management's JPIE Position: Q2 2026 in Review

Lionsbridge Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 3.9% in Q2 2026, selling an estimated $257K and leaving 137,667 shares worth $6.34M. The position accounts for 6.22% of the portfolio, ranked #2.

Lionsbridge Wealth Management first reported a position in JPIE in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.51M in Q1 2024. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Lionsbridge Wealth Management held 137,667 shares of JPMorgan Income ETF worth $6.34M as of Q2 2026.
  • Lionsbridge Wealth Management sold 5,578 JPMorgan Income ETF shares in Q2 2026, an estimated $257K.
  • JPMorgan Income ETF made up 6.22% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Lionsbridge Wealth Management first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Lionsbridge Wealth Management's JPMorgan Income ETF position peaked at $8.51M in Q1 2024.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.