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

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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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. 479 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.
  • 479 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.