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Sovran Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Sovran 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 		$1.4M Sell
30,446
-95,642
-76% -$4.4M 0.1% 214
2026
Q1 		$5.82M Buy
126,088
+6,649
+6% +$308K 0.46% 60
2025
Q4 		$5.54M Buy
119,439
+69,944
+141% +$3.24M 0.47% 56
2025
Q3 		$2.29M Buy
+49,495
New +$2.29M 0.2% 121

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

Sovran Advisors's JPIE Position: Q2 2026 in Review

Sovran Advisors reduced its JPMorgan Income ETF (JPIE) stake by 76% in Q2 2026, selling an estimated $4.4M and leaving 30,446 shares worth $1.4M. The position accounts for 0.1% of the portfolio, ranked #214.

Sovran Advisors first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.82M in Q1 2026. 476 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Sovran Advisors held 30,446 shares of JPMorgan Income ETF worth $1.4M as of Q2 2026.
  • Sovran Advisors sold 95,642 JPMorgan Income ETF shares in Q2 2026, an estimated $4.4M.
  • JPMorgan Income ETF made up 0.1% of Sovran Advisors's portfolio in Q2 2026, its #214 holding.
  • Sovran Advisors first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Sovran Advisors's JPMorgan Income ETF position peaked at $5.82M in Q1 2026.
  • 476 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.