MAI Capital Management’s JPMorgan Income ETF JPIE Stock Holding History

MAI Capital 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	$358K	Buy	7,777 +477	+7%	+$22K	﹤0.01%	1481
2026 Q1	$336K	Buy	7,300 +3,139	+75%	+$145K	﹤0.01%	1215
2025 Q4	$193K	Buy	4,161 +4,150	+37,727%	+$192K	﹤0.01%	1334
2025 Q3	$511	Buy	+11	New	+$509	﹤0.01%	3614

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

MAI Capital Management's JPIE Position: Q2 2026 in Review

MAI Capital Management increased its JPMorgan Income ETF (JPIE) stake by 6.5% in Q2 2026, buying an estimated $22K and bringing the position to 7,777 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

MAI Capital Management first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. 476 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

MAI Capital Management held 7,777 shares of JPMorgan Income ETF worth $358K as of Q2 2026.
MAI Capital Management bought 477 JPMorgan Income ETF shares in Q2 2026, an estimated $22K.
JPMorgan Income ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1481 holding.
MAI Capital Management first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
476 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.