Nordwand Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Nordwand 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	$5.06M	Hold	109,943	–	–	0.78%	44
2026 Q1	$5.07M	Sell	109,943 -21,500	-16%	-$995K	0.89%	45
2025 Q4	$6.08M	Hold	131,443	–	–	1.06%	38
2025 Q3	$6.1M	Hold	131,443	–	–	0.97%	38
2025 Q2	$6.09M	Buy	131,443 +220	+0.2%	+$10.1K	0.96%	33
2025 Q1	$6.05M	Hold	131,223	–	–	2.27%	4
2024 Q4	$5.99M	Hold	131,223	–	–	2.47%	5
2024 Q3	$6.09M	Sell	131,223 -65,905	-33%	-$3.02M	1.63%	5
2024 Q2	$8.96M	Hold	197,128	–	–	3.91%	5
2024 Q1	$8.98M	Buy	197,128 +13,753	+7%	+$625K	3.49%	5
2023 Q4	$8.36M	Buy	+183,375	New	+$8.18M	2.21%	6

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

Nordwand Advisors's JPIE Position: Q2 2026 in Review

Nordwand Advisors held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 109,943 shares worth $5.06M. The position accounts for 0.78% of the portfolio, ranked #44.

Nordwand Advisors first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.98M in Q1 2024. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Nordwand Advisors held 109,943 shares of JPMorgan Income ETF worth $5.06M as of Q2 2026.
Nordwand Advisors left its JPMorgan Income ETF share count unchanged in Q2 2026.
JPMorgan Income ETF made up 0.78% of Nordwand Advisors's portfolio in Q2 2026, its #44 holding.
Nordwand Advisors first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
Nordwand Advisors's JPMorgan Income ETF position peaked at $8.98M in Q1 2024.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.