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Sigma Planning Corp’s JPMorgan Income ETF JPIE Stock Holding History

Sigma Planning Corp’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 		$1.1M Sell
23,993
-498
-2% -$22.9K 0.03% 562
2026
Q1 		$1.13M Sell
24,491
-371
-1% -$17.2K 0.03% 527
2025
Q4 		$1.15M Sell
24,862
-9,080
-27% -$421K 0.03% 487
2025
Q3 		$1.58M Sell
33,942
-17,658
-34% -$818K 0.04% 384
2025
Q2 		$2.39M Buy
51,600
+14,743
+40% +$675K 0.07% 267
2025
Q1 		$1.7M Sell
36,857
-2,239
-6% -$103K 0.05% 325
2024
Q4 		$1.78M Sell
39,096
-227
-0.6% -$10.4K 0.06% 314
2024
Q3 		$1.82M Buy
39,323
+1,256
+3% +$57.6K 0.06% 317
2024
Q2 		$1.73M Sell
38,067
-666
-2% -$30.1K 0.05% 330
2024
Q1 		$1.76M Buy
38,733
+20,022
+107% +$910K 0.06% 340
2023
Q4 		$853K Sell
18,711
-19,388
-51% -$865K 0.07% 304
2023
Q3 		$1.69M Buy
38,099
+1,758
+5% +$78.7K 0.06% 303
2023
Q2 		$1.64M Buy
36,341
+1,214
+3% +$55.3K 0.06% 322
2023
Q1 		$1.61M Buy
35,127
+492
+1% +$22.4K 0.05% 355
2022
Q4 		$1.56M Buy
+34,635
New +$1.55M 0.06% 346

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

Sigma Planning Corp's JPIE Position: Q2 2026 in Review

Sigma Planning Corp reduced its JPMorgan Income ETF (JPIE) stake by 2% in Q2 2026, selling an estimated $22.9K and leaving 23,993 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #562.

Sigma Planning Corp first reported a position in JPIE in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.39M in Q2 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Sigma Planning Corp held 23,993 shares of JPMorgan Income ETF worth $1.1M as of Q2 2026.
  • Sigma Planning Corp sold 498 JPMorgan Income ETF shares in Q2 2026, an estimated $22.9K.
  • JPMorgan Income ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #562 holding.
  • Sigma Planning Corp first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Sigma Planning Corp's JPMorgan Income ETF position peaked at $2.39M in Q2 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.