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Pinion Investment Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Pinion Investment 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 		$16.1M Buy
349,358
+86,106
+33% +$3.96M 3.05% 4
2026
Q1 		$12.1M Buy
263,252
+116,771
+80% +$5.41M 2.83% 6
2025
Q4 		$6.78M Buy
146,481
+29,538
+25% +$1.37M 1.65% 8
2025
Q3 		$5.43M Buy
116,943
+72,971
+166% +$3.38M 1.48% 10
2025
Q2 		$2.04M Sell
43,972
-16,250
-27% -$745K 0.7% 29
2025
Q1 		$2.77M Buy
+60,222
New +$2.76M 0.61% 31

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

Pinion Investment Advisors's JPIE Position: Q2 2026 in Review

Pinion Investment Advisors increased its JPMorgan Income ETF (JPIE) stake by 33% in Q2 2026, buying an estimated $3.96M and bringing the position to 349,358 shares worth $16.1M. The position accounts for 3.05% of the portfolio, ranked #4.

Pinion Investment Advisors first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Pinion Investment Advisors held 349,358 shares of JPMorgan Income ETF worth $16.1M as of Q2 2026.
  • Pinion Investment Advisors bought 86,106 JPMorgan Income ETF shares in Q2 2026, an estimated $3.96M.
  • JPMorgan Income ETF made up 3.05% of Pinion Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Pinion Investment Advisors first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.