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Royal Harbor Partners’s JPMorgan Income ETF JPIE Stock Holding History

Royal Harbor Partners’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 		$9.52M Buy
206,758
+1,758
+0.9% +$80.9K 2.95% 13
2026
Q1 		$9.44M Buy
205,000
+11,862
+6% +$549K 3.2% 12
2025
Q4 		$8.94M Buy
193,138
+5,214
+3% +$242K 2.96% 13
2025
Q3 		$8.72M Sell
187,924
-1,586
-0.8% -$73.4K 2.96% 13
2025
Q2 		$8.78M Buy
189,510
+3,250
+2% +$149K 3.21% 10
2025
Q1 		$8.58M Buy
186,260
+9,119
+5% +$418K 3.32% 8
2024
Q4 		$8.08M Buy
177,141
+6,631
+4% +$304K 3.05% 12
2024
Q3 		$7.91M Buy
170,510
+10,426
+7% +$478K 3.07% 10
2024
Q2 		$7.28M Buy
+160,084
New +$7.24M 3.01% 13

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

Royal Harbor Partners's JPIE Position: Q2 2026 in Review

Royal Harbor Partners increased its JPMorgan Income ETF (JPIE) stake by 0.86% in Q2 2026, buying an estimated $80.9K and bringing the position to 206,758 shares worth $9.52M. The position accounts for 2.95% of the portfolio, ranked #13.

Royal Harbor Partners first reported a position in JPIE in Q2 2024 and has held it in 9 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Royal Harbor Partners held 206,758 shares of JPMorgan Income ETF worth $9.52M as of Q2 2026.
  • Royal Harbor Partners bought 1,758 JPMorgan Income ETF shares in Q2 2026, an estimated $80.9K.
  • JPMorgan Income ETF made up 2.95% of Royal Harbor Partners's portfolio in Q2 2026, its #13 holding.
  • Royal Harbor Partners first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.