Mutual Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Mutual 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	$9.7M	Buy	210,670 +39,729	+23%	+$1.83M	0.18%	103
2026 Q1	$7.88M	Buy	170,941 +2,786	+2%	+$129K	0.17%	115
2025 Q4	$7.78M	Buy	168,155 +5,723	+4%	+$265K	0.17%	119
2025 Q3	$7.54M	Buy	162,432 +6,826	+4%	+$316K	0.17%	121
2025 Q2	$7.19M	Buy	155,606 +29,082	+23%	+$1.33M	0.18%	113
2025 Q1	$5.81M	Buy	126,524 +49,061	+63%	+$2.25M	0.17%	125
2024 Q4	$3.54M	Buy	77,463 +73,077	+1,666%	+$3.35M	0.1%	184
2024 Q3	$201K	Buy	+4,386	New	+$201K	0.01%	1046
2023 Q4	–	Sell	-153,596	Closed	-$6.82M	–	1045
2023 Q3	$6.82M	Buy	153,596 +579	+0.4%	+$25.9K	0.27%	69
2023 Q2	$6.92M	Buy	153,017 +5,834	+4%	+$266K	0.26%	76
2023 Q1	$6.74M	Buy	147,183 +29,780	+25%	+$1.36M	0.28%	74
2022 Q4	$5.3M	Buy	+117,403	New	+$5.26M	0.24%	88

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

Mutual Advisors's JPIE Position: Q2 2026 in Review

Mutual Advisors increased its JPMorgan Income ETF (JPIE) stake by 23% in Q2 2026, buying an estimated $1.83M and bringing the position to 210,670 shares worth $9.7M. The position accounts for 0.18% of the portfolio, ranked #103.

Mutual Advisors first reported a position in JPIE in Q4 2022 and has held it in 12 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Mutual Advisors held 210,670 shares of JPMorgan Income ETF worth $9.7M as of Q2 2026.
Mutual Advisors bought 39,729 JPMorgan Income ETF shares in Q2 2026, an estimated $1.83M.
JPMorgan Income ETF made up 0.18% of Mutual Advisors's portfolio in Q2 2026, its #103 holding.
Mutual Advisors first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 12 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.