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YANKCOM Partnership’s JPMorgan Income ETF JPIE Stock Holding History

YANKCOM Partnership’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 		– Sell
-346
Closed -$15.9K – 346
2026
Q1 		$15.9K Buy
+346
New +$16K 0.01% 245

Other funds holding JPIE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

YANKCOM Partnership's JPIE Position: Q2 2026 in Review

YANKCOM Partnership sold out of JPMorgan Income ETF (JPIE) in Q2 2026, closing a stake of 346 shares — an estimated $15.9K sold.

YANKCOM Partnership first reported a position in JPIE in Q1 2026 and held it in 1 quarter. The position peaked at $15.9K in Q1 2026. 315 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • YANKCOM Partnership reported no remaining JPMorgan Income ETF position as of Q2 2026 after selling out during the quarter.
  • YANKCOM Partnership sold 346 JPMorgan Income ETF shares in Q2 2026, an estimated $15.9K.
  • YANKCOM Partnership first reported a position in JPMorgan Income ETF in Q1 2026 and held it in 1 quarter.
  • YANKCOM Partnership's JPMorgan Income ETF position peaked at $15.9K in Q1 2026.
  • 315 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.