Navalign LLC’s JPMorgan Income ETF JPIE Stock Holding History

Navalign LLC’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	–	Sell	-25	Closed	-$1.16K	–	305
2025 Q4	$1.16K	Buy	+25	New	+$1.16K	﹤0.01%	447

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 $424B AUM 22.96% 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

Navalign LLC's JPIE Position: Q1 2026 in Review

Navalign LLC sold out of JPMorgan Income ETF (JPIE) in Q1 2026, closing a stake of 25 shares — an estimated $1.16K sold.

Navalign LLC first reported a position in JPIE in Q4 2025 and held it in 1 quarter. The position peaked at $1.16K in Q4 2025. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Navalign LLC reported no remaining JPMorgan Income ETF position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 25 JPMorgan Income ETF shares in Q1 2026, an estimated $1.16K.
Navalign LLC first reported a position in JPMorgan Income ETF in Q4 2025 and held it in 1 quarter.
Navalign LLC's JPMorgan Income ETF position peaked at $1.16K in Q4 2025.
445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.