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Runnymede Capital Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Runnymede Capital 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 		$295K Sell
6,412
-969
-13% -$44.6K 0.18% 59
2026
Q1 		$337K Buy
+7,381
New +$342K 0.29% 57
2025
Q4 		– Sell
-6,928
Closed -$322K – 94
2025
Q3 		$322K Sell
6,928
-600
-8% -$27.8K 0.26% 55
2025
Q2 		$349K Buy
+7,528
New +$345K 0.32% 50

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

Runnymede Capital Advisors's JPIE Position: Q2 2026 in Review

Runnymede Capital Advisors reduced its JPMorgan Income ETF (JPIE) stake by 13% in Q2 2026, selling an estimated $44.6K and leaving 6,412 shares worth $295K. The position accounts for 0.18% of the portfolio, ranked #59.

Runnymede Capital Advisors first reported a position in JPIE in Q2 2025 and has held it in 4 quarters since. The position peaked at $349K in Q2 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Runnymede Capital Advisors held 6,412 shares of JPMorgan Income ETF worth $295K as of Q2 2026.
  • Runnymede Capital Advisors sold 969 JPMorgan Income ETF shares in Q2 2026, an estimated $44.6K.
  • JPMorgan Income ETF made up 0.18% of Runnymede Capital Advisors's portfolio in Q2 2026, its #59 holding.
  • Runnymede Capital Advisors first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Runnymede Capital Advisors's JPMorgan Income ETF position peaked at $349K in Q2 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Runnymede Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.