Rockingstone Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Rockingstone 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	$1,000K	Hold	21,705	–	–	0.4%	62
2026 Q1	$1,000K	Sell	21,705 -350	-2%	-$16.2K	0.46%	61
2025 Q4	$1.02M	Buy	22,055 +575	+3%	+$26.6K	0.47%	62
2025 Q3	$997K	Sell	21,480 -2,125	-9%	-$98.4K	0.49%	58
2025 Q2	$1.09M	Hold	23,605	–	–	0.57%	53
2025 Q1	$1.09M	Hold	23,605	–	–	0.49%	55
2024 Q4	$1.08M	Sell	23,605 -2,090	-8%	-$95.8K	0.48%	54
2024 Q3	$1.19M	Sell	25,695 -1,215	-5%	-$55.7K	0.59%	53
2024 Q2	$1.22M	Buy	26,910 +790	+3%	+$35.7K	0.63%	52
2024 Q1	$1.19M	Sell	26,120 -1,910	-7%	-$86.8K	0.61%	59
2023 Q4	$1.28M	Sell	28,030 -6,935	-20%	-$309K	0.72%	54
2023 Q3	$1.55M	Sell	34,965 -2,670	-7%	-$120K	0.86%	41
2023 Q2	$1.7M	Buy	37,635 +2,730	+8%	+$124K	0.96%	40
2023 Q1	$1.6M	Buy	34,905 +4,353	+14%	+$198K	0.97%	41
2022 Q4	$1.38M	Buy	+30,552	New	+$1.37M	1.03%	45

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Rockingstone Advisors's JPIE Position: Q2 2026 in Review

Rockingstone Advisors held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 21,705 shares worth $1,000K. The position accounts for 0.4% of the portfolio, ranked #62.

Rockingstone Advisors first reported a position in JPIE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.7M in Q2 2023. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Rockingstone Advisors held 21,705 shares of JPMorgan Income ETF worth $1,000K as of Q2 2026.
Rockingstone Advisors left its JPMorgan Income ETF share count unchanged in Q2 2026.
JPMorgan Income ETF made up 0.4% of Rockingstone Advisors's portfolio in Q2 2026, its #62 holding.
Rockingstone Advisors first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 15 quarters since.
Rockingstone Advisors's JPMorgan Income ETF position peaked at $1.7M in Q2 2023.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.