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 Q2	$1.37M	Sell	29,769 -955	-3%	-$44K	0.25%	93
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

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

Triumph Capital Management's JPIE Position: Q2 2026 in Review

Triumph Capital Management reduced its JPMorgan Income ETF (JPIE) stake by 3.1% in Q2 2026, selling an estimated $44K and leaving 29,769 shares worth $1.37M. The position accounts for 0.25% of the portfolio, ranked #93.

Triumph Capital Management first reported a position in JPIE in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.42M in Q1 2026. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Triumph Capital Management held 29,769 shares of JPMorgan Income ETF worth $1.37M as of Q2 2026.
Triumph Capital Management sold 955 JPMorgan Income ETF shares in Q2 2026, an estimated $44K.
JPMorgan Income ETF made up 0.25% of Triumph Capital Management's portfolio in Q2 2026, its #93 holding.
Triumph Capital Management first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 9 quarters since.
Triumph Capital Management's JPMorgan Income ETF position peaked at $1.42M in Q1 2026.
479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.