SA
JPIE icon

Sanctuary Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Sanctuary 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 		$2.25M Buy
48,831
+5,471
+13% +$252K 0.01% 994
2026
Q1 		$2M Buy
43,360
+2,438
+6% +$113K 0.01% 960
2025
Q4 		$1.89M Sell
40,922
-495
-1% -$22.9K 0.01% 964
2025
Q3 		$1.92M Buy
41,417
+27,483
+197% +$1.27M 0.01% 920
2025
Q2 		$645K Sell
13,934
-6,672
-32% -$306K ﹤0.01% 1474
2025
Q1 		$949K Buy
20,606
+8,811
+75% +$404K 0.01% 1154
2024
Q4 		$542K Sell
11,795
-20,716
-64% -$950K ﹤0.01% 1637
2024
Q3 		$1.49M Buy
+32,511
New +$1.49M 0.01% 1047

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

Sanctuary Advisors's JPIE Position: Q2 2026 in Review

Sanctuary Advisors increased its JPMorgan Income ETF (JPIE) stake by 13% in Q2 2026, buying an estimated $252K and bringing the position to 48,831 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #994.

Sanctuary Advisors first reported a position in JPIE in Q3 2024 and has held it in 8 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Sanctuary Advisors held 48,831 shares of JPMorgan Income ETF worth $2.25M as of Q2 2026.
  • Sanctuary Advisors bought 5,471 JPMorgan Income ETF shares in Q2 2026, an estimated $252K.
  • JPMorgan Income ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #994 holding.
  • Sanctuary Advisors first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.