PVI
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Pine Valley Investments’s JPMorgan Income ETF JPIE Stock Holding History

Pine Valley Investments’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 		$973K Sell
21,119
-236
-1% -$10.9K 0.04% 307
2026
Q1 		$984K Buy
21,355
+6,586
+45% +$305K 0.05% 299
2025
Q4 		$686K Buy
14,769
+5,759
+64% +$267K 0.03% 321
2025
Q3 		$418K Buy
9,010
+2,960
+49% +$137K 0.02% 383
2025
Q2 		$280K Buy
+6,050
New +$277K 0.02% 442

Other funds holding JPIE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Pine Valley Investments's JPIE Position: Q2 2026 in Review

Pine Valley Investments reduced its JPMorgan Income ETF (JPIE) stake by 1.1% in Q2 2026, selling an estimated $10.9K and leaving 21,119 shares worth $973K. The position accounts for 0.04% of the portfolio, ranked #307.

Pine Valley Investments first reported a position in JPIE in Q2 2025 and has held it in 5 quarters since. The position peaked at $984K in Q1 2026. 172 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Pine Valley Investments held 21,119 shares of JPMorgan Income ETF worth $973K as of Q2 2026.
  • Pine Valley Investments sold 236 JPMorgan Income ETF shares in Q2 2026, an estimated $10.9K.
  • JPMorgan Income ETF made up 0.04% of Pine Valley Investments's portfolio in Q2 2026, its #307 holding.
  • Pine Valley Investments first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Pine Valley Investments's JPMorgan Income ETF position peaked at $984K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.