Thoroughbred Financial Services’s JPMorgan Income ETF JPIE Stock Holding History

Thoroughbred Financial Services’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	$743K	Sell	16,144 -2,147	-12%	-$98.8K	0.04%	349
2026 Q1	$842K	Buy	18,291 +26	+0.1%	+$1.2K	0.05%	314
2025 Q4	$845K	Sell	18,265 -1,268	-6%	-$58.7K	0.05%	304
2025 Q3	$906K	Sell	19,533 -261	-1%	-$12.1K	0.06%	292
2025 Q2	$916K	Sell	19,794 -1,087	-5%	-$49.8K	0.06%	284
2025 Q1	$962K	Sell	20,881 -1,179	-5%	-$54.1K	0.06%	298
2024 Q4	$1.01M	Sell	22,060 -960	-4%	-$44K	0.06%	280
2024 Q3	$1.07M	Buy	+23,020	New	+$1.06M	0.07%	261

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

Thoroughbred Financial Services's JPIE Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its JPMorgan Income ETF (JPIE) stake by 12% in Q2 2026, selling an estimated $98.8K and leaving 16,144 shares worth $743K. The position accounts for 0.04% of the portfolio, ranked #349.

Thoroughbred Financial Services first reported a position in JPIE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q3 2024. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Thoroughbred Financial Services held 16,144 shares of JPMorgan Income ETF worth $743K as of Q2 2026.
Thoroughbred Financial Services sold 2,147 JPMorgan Income ETF shares in Q2 2026, an estimated $98.8K.
JPMorgan Income ETF made up 0.04% of Thoroughbred Financial Services's portfolio in Q2 2026, its #349 holding.
Thoroughbred Financial Services first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 8 quarters since.
Thoroughbred Financial Services's JPMorgan Income ETF position peaked at $1.07M in Q3 2024.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.