Nautilus Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Nautilus 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	$240K	Sell	5,224 -7,275	-58%	-$335K	0.14%	163
2026 Q1	$576K	Sell	12,499 -1,749	-12%	-$81K	0.39%	75
2025 Q4	$660K	Buy	14,248 +4,389	+45%	+$203K	0.43%	66
2025 Q3	$458K	Buy	9,859 +4,539	+85%	+$210K	0.31%	95
2025 Q2	$246K	Sell	5,320 -12,061	-69%	-$553K	0.18%	146
2025 Q1	$801K	Sell	17,381 -729	-4%	-$33.5K	0.66%	45
2024 Q4	$826K	Buy	+18,110	New	+$830K	0.66%	43

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

Nautilus Advisors's JPIE Position: Q2 2026 in Review

Nautilus Advisors reduced its JPMorgan Income ETF (JPIE) stake by 58% in Q2 2026, selling an estimated $335K and leaving 5,224 shares worth $240K. The position accounts for 0.14% of the portfolio, ranked #163.

Nautilus Advisors first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $826K in Q4 2024. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Nautilus Advisors held 5,224 shares of JPMorgan Income ETF worth $240K as of Q2 2026.
Nautilus Advisors sold 7,275 JPMorgan Income ETF shares in Q2 2026, an estimated $335K.
JPMorgan Income ETF made up 0.14% of Nautilus Advisors's portfolio in Q2 2026, its #163 holding.
Nautilus Advisors first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
Nautilus Advisors's JPMorgan Income ETF position peaked at $826K in Q4 2024.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.