Mount Yale Investment Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Mount Yale Investment Advisors’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	$17M	Buy	369,273 +4,089	+1%	+$188K	0.31%	69
2026 Q1	$16.8M	Buy	365,184 +357,690	+4,773%	+$16.6M	0.39%	53
2025 Q4	$349K	Sell	7,494 -349,971	-98%	-$16.2M	0.02%	553
2025 Q3	$16.6M	Buy	357,465 +47,134	+15%	+$2.18M	1.16%	14
2025 Q2	$14.4M	Sell	310,331 -10,803	-3%	-$495K	1.12%	12
2025 Q1	$14.8M	Buy	321,134 +14,667	+5%	+$673K	1.27%	9
2024 Q4	$14M	Buy	306,467 +22,226	+8%	+$1.02M	1.13%	11
2024 Q3	$13.2M	Buy	284,241 +17,472	+7%	+$802K	1.27%	5
2024 Q2	$12.1M	Buy	266,769 +9,848	+4%	+$445K	0.96%	11
2024 Q1	$11.7M	Buy	256,921 +9,344	+4%	+$425K	0.9%	14
2023 Q4	$11.3M	Buy	+247,577	New	+$11M	1.07%	7

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

Mount Yale Investment Advisors's JPIE Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its JPMorgan Income ETF (JPIE) stake by 1.1% in Q2 2026, buying an estimated $188K and bringing the position to 369,273 shares worth $17M. The position accounts for 0.31% of the portfolio, ranked #69.

Mount Yale Investment Advisors first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Mount Yale Investment Advisors held 369,273 shares of JPMorgan Income ETF worth $17M as of Q2 2026.
Mount Yale Investment Advisors bought 4,089 JPMorgan Income ETF shares in Q2 2026, an estimated $188K.
JPMorgan Income ETF made up 0.31% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #69 holding.
Mount Yale Investment Advisors first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.