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 Q2	$57.6K	Sell	1,250 -2,750	-69%	-$127K	0.01%	479
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 $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

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

Manchester Capital Management reduced its JPMorgan Income ETF (JPIE) stake by 69% in Q2 2026, selling an estimated $127K and leaving 1,250 shares worth $57.6K. The position accounts for 0.01% of the portfolio, ranked #479.

Manchester Capital Management first reported a position in JPIE in Q3 2024 and has held it in 8 quarters since. The position peaked at $288K in Q3 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Manchester Capital Management held 1,250 shares of JPMorgan Income ETF worth $57.6K as of Q2 2026.
Manchester Capital Management sold 2,750 JPMorgan Income ETF shares in Q2 2026, an estimated $127K.
JPMorgan Income ETF made up 0.01% of Manchester Capital Management's portfolio in Q2 2026, its #479 holding.
Manchester Capital Management first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 8 quarters since.
Manchester Capital Management's JPMorgan Income ETF position peaked at $288K in Q3 2025.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

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