Sage Rhino Capital’s JPMorgan Income ETF JPIE Stock Holding History

Sage Rhino Capital’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	$2.95M	Buy	63,994 +9,746	+18%	+$449K	0.48%	51
2026 Q1	$2.5M	Buy	54,248 +5,856	+12%	+$271K	0.47%	48
2025 Q4	$2.24M	Buy	48,392 +1,094	+2%	+$50.7K	0.42%	51
2025 Q3	$2.2M	Buy	47,298 +1,338	+3%	+$61.9K	0.42%	51
2025 Q2	$2.13M	Sell	45,960 -2,455	-5%	-$112K	0.45%	51
2025 Q1	$2.23M	Buy	48,415 +719	+2%	+$33K	0.52%	47
2024 Q4	$2.18M	Buy	47,696 +13,384	+39%	+$614K	0.47%	48
2024 Q3	$1.59M	Sell	34,312 -1,264	-4%	-$58K	0.35%	58
2024 Q2	$1.62M	Sell	35,576 -10	-0%	-$452	0.39%	56
2024 Q1	$1.62M	Buy	35,586 +1,655	+5%	+$75.2K	0.38%	57
2023 Q4	$1.55M	Sell	33,931 -221	-0.6%	-$9.86K	0.4%	54
2023 Q3	$1.52M	Buy	34,152 +1,898	+6%	+$85K	0.43%	52
2023 Q2	$1.46M	Sell	32,254 -1,078	-3%	-$49.1K	0.41%	52
2023 Q1	$1.53M	Buy	33,332 +3,339	+11%	+$152K	0.44%	53
2022 Q4	$1.35M	Buy	+29,993	New	+$1.34M	0.43%	50

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

Sage Rhino Capital's JPIE Position: Q2 2026 in Review

Sage Rhino Capital increased its JPMorgan Income ETF (JPIE) stake by 18% in Q2 2026, buying an estimated $449K and bringing the position to 63,994 shares worth $2.95M. The position accounts for 0.48% of the portfolio, ranked #51.

Sage Rhino Capital first reported a position in JPIE in Q4 2022 and has held it in 15 quarters since. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Sage Rhino Capital held 63,994 shares of JPMorgan Income ETF worth $2.95M as of Q2 2026.
Sage Rhino Capital bought 9,746 JPMorgan Income ETF shares in Q2 2026, an estimated $449K.
JPMorgan Income ETF made up 0.48% of Sage Rhino Capital's portfolio in Q2 2026, its #51 holding.
Sage Rhino Capital first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 15 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.