TFS
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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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return