TBH Global Asset Management’s JPMorgan Income ETF JPIE Stock Holding History

TBH Global Asset Management’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	$4.01M	Buy	87,121 +1,123	+1%	+$51.7K	0.73%	32
2026 Q1	$3.96M	Buy	+85,998	New	+$3.98M	0.8%	28
2025 Q4	–	Sell	-123,285	Closed	-$5.72M	–	271
2025 Q3	$5.72M	Buy	+123,285	New	+$5.71M	1.12%	17
2025 Q1	–	Sell	-60,957	Closed	-$2.84M	–	205
2024 Q4	$2.84M	Sell	60,957 -49,883	-45%	-$2.29M	0.67%	27
2024 Q3	$5.14M	Buy	110,840 +11,813	+12%	+$542K	1.12%	19
2024 Q2	$4.5M	Buy	99,027 +12,594	+15%	+$569K	1%	20
2024 Q1	$3.94M	Sell	86,433 -22,900	-21%	-$1.04M	0.79%	31
2023 Q4	$4.99M	Buy	109,333 +68,114	+165%	+$3.04M	1.02%	20
2023 Q3	$1.83M	Buy	41,219 +24,361	+145%	+$1.09M	0.35%	53
2023 Q2	$762K	Buy	16,858 +1,603	+11%	+$73K	0.15%	103
2023 Q1	$698K	Buy	+15,255	New	+$695K	0.15%	107

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

TBH Global Asset Management's JPIE Position: Q2 2026 in Review

TBH Global Asset Management increased its JPMorgan Income ETF (JPIE) stake by 1.3% in Q2 2026, buying an estimated $51.7K and bringing the position to 87,121 shares worth $4.01M. The position accounts for 0.73% of the portfolio, ranked #32.

TBH Global Asset Management first reported a position in JPIE in Q1 2023 and has held it in 11 quarters since. The position peaked at $5.72M in Q3 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

TBH Global Asset Management held 87,121 shares of JPMorgan Income ETF worth $4.01M as of Q2 2026.
TBH Global Asset Management bought 1,123 JPMorgan Income ETF shares in Q2 2026, an estimated $51.7K.
JPMorgan Income ETF made up 0.73% of TBH Global Asset Management's portfolio in Q2 2026, its #32 holding.
TBH Global Asset Management first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 11 quarters since.
TBH Global Asset Management's JPMorgan Income ETF position peaked at $5.72M in Q3 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.