Money Concepts Capital’s JPMorgan Income ETF JPIE Stock Holding History

Money Concepts Capital’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	$559K	Sell	12,146 -73	-0.6%	-$3.36K	0.03%	398
2026 Q1	$563K	Buy	12,219 +1,671	+16%	+$77.4K	0.03%	366
2025 Q4	$488K	Buy	10,548 +2,352	+29%	+$109K	0.03%	353
2025 Q3	$380K	Buy	8,196 +3,040	+59%	+$141K	0.02%	356
2025 Q2	$239K	Sell	5,156 -250	-5%	-$11.5K	0.02%	404
2025 Q1	$249K	Buy	5,406 +115	+2%	+$5.28K	0.02%	377
2024 Q4	$241K	Buy	+5,291	New	+$243K	0.02%	373
2023 Q1	–	Sell	-977	Closed	-$44.1K	–	1775
2022 Q4	$44.1K	Buy	977 +847	+652%	+$37.9K	﹤0.01%	1304
2022 Q3	$6K	Buy	+130	New	+$6K	﹤0.01%	1175

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

Money Concepts Capital's JPIE Position: Q2 2026 in Review

Money Concepts Capital reduced its JPMorgan Income ETF (JPIE) stake by 0.6% in Q2 2026, selling an estimated $3.36K and leaving 12,146 shares worth $559K. The position accounts for 0.03% of the portfolio, ranked #398.

Money Concepts Capital first reported a position in JPIE in Q3 2022 and has held it in 9 quarters since. The position peaked at $563K in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Money Concepts Capital held 12,146 shares of JPMorgan Income ETF worth $559K as of Q2 2026.
Money Concepts Capital sold 73 JPMorgan Income ETF shares in Q2 2026, an estimated $3.36K.
JPMorgan Income ETF made up 0.03% of Money Concepts Capital's portfolio in Q2 2026, its #398 holding.
Money Concepts Capital first reported a position in JPMorgan Income ETF in Q3 2022 and has held it in 9 quarters since.
Money Concepts Capital's JPMorgan Income ETF position peaked at $563K in Q1 2026.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.