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 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 $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

Mount Yale Investment Advisors's JPIE Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its JPMorgan Income ETF (JPIE) stake by 4,773% in Q1 2026, buying an estimated $16.6M and bringing the position to 365,184 shares worth $16.8M. The position accounts for 0.39% of the portfolio, ranked #53.

Mount Yale Investment Advisors first reported a position in JPIE in Q4 2023 and has held it in 10 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Mount Yale Investment Advisors held 365,184 shares of JPMorgan Income ETF worth $16.8M as of Q1 2026.
Mount Yale Investment Advisors bought 357,690 JPMorgan Income ETF shares in Q1 2026, an estimated $16.6M.
JPMorgan Income ETF made up 0.39% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #53 holding.
Mount Yale Investment Advisors first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 10 quarters since.
445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.