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

Scott 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	$27.5M	Buy	597,811 +25,776	+5%	+$1.19M	4.31%	11
2026 Q1	$26.4M	Buy	572,035 +17,583	+3%	+$814K	5.34%	8
2025 Q4	$25.7M	Sell	554,452 -779	-0.1%	-$36.1K	5.69%	8
2025 Q3	$25.7M	Buy	555,231 +161,615	+41%	+$7.48M	5.81%	8
2025 Q2	$18.1M	Buy	393,616 +15,926	+4%	+$730K	4.92%	8
2025 Q1	$17.4M	Buy	377,690 +7,552	+2%	+$347K	5.19%	8
2024 Q4	$16.8M	Buy	370,138 +20,768	+6%	+$952K	4.84%	7
2024 Q3	$16.2M	Buy	349,370 +9,322	+3%	+$428K	4.6%	7
2024 Q2	$15.4M	Buy	340,048 +6,118	+2%	+$277K	4.56%	7
2024 Q1	$15.1M	Buy	333,930 +45,518	+16%	+$2.07M	4.6%	7
2023 Q4	$13.2M	Buy	288,412 +247,843	+611%	+$11.1M	4.42%	7
2023 Q3	$1.79M	Buy	40,569 +657	+2%	+$29.4K	0.71%	15
2023 Q2	$1.8M	Buy	39,912 +3,541	+10%	+$161K	0.78%	15
2023 Q1	$1.66M	Buy	+36,371	New	+$1.66M	0.8%	15

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

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

Scott Capital Advisors increased its JPMorgan Income ETF (JPIE) stake by 4.5% in Q2 2026, buying an estimated $1.19M and bringing the position to 597,811 shares worth $27.5M. The position accounts for 4.31% of the portfolio, ranked #11.

Scott Capital Advisors first reported a position in JPIE in Q1 2023 and has held it in 14 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Scott Capital Advisors held 597,811 shares of JPMorgan Income ETF worth $27.5M as of Q2 2026.
Scott Capital Advisors bought 25,776 JPMorgan Income ETF shares in Q2 2026, an estimated $1.19M.
JPMorgan Income ETF made up 4.31% of Scott Capital Advisors's portfolio in Q2 2026, its #11 holding.
Scott Capital Advisors first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 14 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.