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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
Q2 		– Sell
-197,058
Closed -$9.08M – 1221
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Old Mission Capital's JPIE Position: Q2 2026 in Review

Old Mission Capital sold out of JPMorgan Income ETF (JPIE) in Q2 2026, closing a stake of 197,058 shares — an estimated $9.08M sold.

Old Mission Capital first reported a position in JPIE in Q2 2023 and held it in 4 quarters. The position peaked at $9.08M in Q1 2026. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Old Mission Capital reported no remaining JPMorgan Income ETF position as of Q2 2026 after selling out during the quarter.
  • Old Mission Capital sold 197,058 JPMorgan Income ETF shares in Q2 2026, an estimated $9.08M.
  • Old Mission Capital first reported a position in JPMorgan Income ETF in Q2 2023 and held it in 4 quarters.
  • Old Mission Capital's JPMorgan Income ETF position peaked at $9.08M in Q1 2026.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.