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

Manchester 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 Q1	$184K	Sell	4,000 -2,200	-35%	-$102K	0.03%	277
2025 Q4	$287K	Hold	6,200	–	–	0.04%	226
2025 Q3	$288K	Hold	6,200	–	–	0.04%	266
2025 Q2	$287K	Hold	6,200	–	–	0.04%	293
2025 Q1	$286K	Hold	6,200	–	–	0.04%	285
2024 Q4	$283K	Hold	6,200	–	–	0.03%	288
2024 Q3	$288K	Buy	+6,200	New	+$284K	0.03%	288

Other funds holding JPIE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manchester Capital Management's JPIE Position: Q1 2026 in Review

Manchester Capital Management reduced its JPMorgan Income ETF (JPIE) stake by 35% in Q1 2026, selling an estimated $102K and leaving 4,000 shares worth $184K. The position accounts for 0.03% of the portfolio, ranked #277.

Manchester Capital Management first reported a position in JPIE in Q3 2024 and has held it in 7 quarters since. The position peaked at $288K in Q3 2025. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Manchester Capital Management held 4,000 shares of JPMorgan Income ETF worth $184K as of Q1 2026.
Manchester Capital Management sold 2,200 JPMorgan Income ETF shares in Q1 2026, an estimated $102K.
JPMorgan Income ETF made up 0.03% of Manchester Capital Management's portfolio in Q1 2026, its #277 holding.
Manchester Capital Management first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 7 quarters since.
Manchester Capital Management's JPMorgan Income ETF position peaked at $288K in Q3 2025.
445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.