NCM
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NCM Capital Management’s JPMorgan Income ETF JPIE Stock Holding History

NCM Capital Management’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 		$1.14M Buy
24,850
+9,850
+66% +$456K 0.41% 63
2025
Q4 		$694K Buy
15,000
+8,900
+146% +$412K 0.26% 94
2025
Q3 		$283K Buy
+6,100
New +$282K 0.11% 150

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NCM Capital Management's JPIE Position: Q1 2026 in Review

NCM Capital Management increased its JPMorgan Income ETF (JPIE) stake by 66% in Q1 2026, buying an estimated $456K and bringing the position to 24,850 shares worth $1.14M. The position accounts for 0.41% of the portfolio, ranked #63.

NCM Capital Management first reported a position in JPIE in Q3 2025 and has held it in 3 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • NCM Capital Management held 24,850 shares of JPMorgan Income ETF worth $1.14M as of Q1 2026.
  • NCM Capital Management bought 9,850 JPMorgan Income ETF shares in Q1 2026, an estimated $456K.
  • JPMorgan Income ETF made up 0.41% of NCM Capital Management's portfolio in Q1 2026, its #63 holding.
  • NCM Capital Management first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on NCM Capital Management's 13F filing for Q1 2026, filed 15 May 2026.