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Triumph Capital Management’s JPMorgan Income ETF JPIE Stock Holding History

Triumph Capital 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
Q1 		$1.42M Buy
30,724
+5,218
+20% +$242K 0.29% 83
2025
Q4 		$1.18M Buy
25,506
+8,340
+49% +$386K 0.26% 86
2025
Q3 		$797K Buy
17,166
+7,377
+75% +$342K 0.21% 104
2025
Q2 		$453K Sell
9,789
-12,678
-56% -$581K 0.14% 172
2025
Q1 		$1.04M Sell
22,467
-171
-0.8% -$7.85K 0.34% 66
2024
Q4 		$1.03M Buy
22,638
+3,275
+17% +$150K 0.35% 62
2024
Q3 		$898K Buy
+19,363
New +$888K 0.32% 72
2023
Q3 		– Sell
-6,950
Closed -$314K – 235
2023
Q2 		$314K Buy
+6,950
New +$316K 0.14% 141

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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
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SFA
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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