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Vicus Capital’s JPMorgan Income ETF JPIE Stock Holding History

Vicus Capital’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 		– Sell
-76,295
Closed -$3.53M – 264
2025
Q4 		$3.53M Buy
76,295
+4,419
+6% +$205K 0.26% 57
2025
Q3 		$3.34M Buy
+71,876
New +$3.33M 0.25% 59

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vicus Capital's JPIE Position: Q1 2026 in Review

Vicus Capital sold out of JPMorgan Income ETF (JPIE) in Q1 2026, closing a stake of 76,295 shares — an estimated $3.53M sold.

Vicus Capital first reported a position in JPIE in Q3 2025 and held it in 2 quarters. The position peaked at $3.53M in Q4 2025. 446 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Vicus Capital reported no remaining JPMorgan Income ETF position as of Q1 2026 after selling out during the quarter.
  • Vicus Capital sold 76,295 JPMorgan Income ETF shares in Q1 2026, an estimated $3.53M.
  • Vicus Capital first reported a position in JPMorgan Income ETF in Q3 2025 and held it in 2 quarters.
  • Vicus Capital's JPMorgan Income ETF position peaked at $3.53M in Q4 2025.
  • 446 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.