Mariner
JPIE icon

Mariner’s JPMorgan Income ETF JPIE Stock Holding History

Mariner’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 		$7.04M Buy
152,840
+16,712
+12% +$769K 0.01% 887
2026
Q1 		$6.27M Buy
136,128
+56,556
+71% +$2.62M 0.01% 964
2025
Q4 		$3.68M Buy
79,572
+15,571
+24% +$721K ﹤0.01% 1163
2025
Q3 		$2.97M Buy
64,001
+12,428
+24% +$575K ﹤0.01% 1197
2025
Q2 		$2.39M Buy
51,573
+44,396
+619% +$2.03M ﹤0.01% 1228
2025
Q1 		$331K Buy
+7,177
New +$329K ﹤0.01% 2538

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

Mariner's JPIE Position: Q2 2026 in Review

Mariner increased its JPMorgan Income ETF (JPIE) stake by 12% in Q2 2026, buying an estimated $769K and bringing the position to 152,840 shares worth $7.04M. The position accounts for 0.01% of the portfolio, ranked #887.

Mariner first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Mariner held 152,840 shares of JPMorgan Income ETF worth $7.04M as of Q2 2026.
  • Mariner bought 16,712 JPMorgan Income ETF shares in Q2 2026, an estimated $769K.
  • JPMorgan Income ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #887 holding.
  • Mariner first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.