Old Mission Capital’s JPMorgan Income ETF JPIE Stock Holding History

Old Mission Capital’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	$9.08M	Buy	+197,058	New	+$9.12M	0.14%	77
2024 Q4	–	Sell	-19,917	Closed	-$924K	–	1077
2024 Q3	$924K	Buy	+19,917	New	+$914K	0.01%	512
2024 Q1	–	Sell	-20,545	Closed	-$937K	–	1490
2023 Q4	$937K	Buy	+20,545	New	+$917K	0.02%	557
2023 Q3	–	Sell	-15,330	Closed	-$693K	–	1453
2023 Q2	$693K	Buy	+15,330	New	+$698K	0.01%	544

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 $374B AUM 17.66% 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

Old Mission Capital's JPIE Position: Q1 2026 in Review

Old Mission Capital opened a new position in JPMorgan Income ETF (JPIE) in Q1 2026: 197,058 shares worth $9.08M. The stake represents 0.14% of the portfolio and ranks #77 among its holdings. This is a return to the name: Old Mission Capital previously reported a position in JPIE as recently as Q3 2024.

Old Mission Capital first reported a position in JPIE in Q2 2023 and has held it in 4 quarters since. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Old Mission Capital held 197,058 shares of JPMorgan Income ETF worth $9.08M as of Q1 2026.
JPMorgan Income ETF was a new Old Mission Capital position in Q1 2026.
JPMorgan Income ETF made up 0.14% of Old Mission Capital's portfolio in Q1 2026, its #77 holding.
Old Mission Capital first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 4 quarters since.
445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

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