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

Winebrenner 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	$10.7M	Buy	231,407 +10,614	+5%	+$488K	6.49%	1
2026 Q1	$10.2M	Buy	220,793 +56,140	+34%	+$2.6M	6.53%	1
2025 Q4	$7.62M	Buy	164,653 +62,213	+61%	+$2.88M	5.08%	1
2025 Q3	$4.75M	Buy	102,440 +33,908	+49%	+$1.57M	3.42%	6
2025 Q2	$3.17M	Buy	68,532 +52,006	+315%	+$2.38M	2.56%	8
2025 Q1	$761K	Buy	+16,526	New	+$758K	0.69%	48

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

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

Winebrenner Capital Management increased its JPMorgan Income ETF (JPIE) stake by 4.8% in Q2 2026, buying an estimated $488K and bringing the position to 231,407 shares worth $10.7M. The position accounts for 6.49% of the portfolio, ranked #1.

Winebrenner Capital Management first reported a position in JPIE in Q1 2025 and has held it in 6 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Winebrenner Capital Management held 231,407 shares of JPMorgan Income ETF worth $10.7M as of Q2 2026.
Winebrenner Capital Management bought 10,614 JPMorgan Income ETF shares in Q2 2026, an estimated $488K.
JPMorgan Income ETF made up 6.49% of Winebrenner Capital Management's portfolio in Q2 2026, its #1 holding.
Winebrenner Capital Management first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 6 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.