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

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return