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Capital Planning Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Capital Planning Advisors’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 		$678K Hold
14,723
– – 0.1% 95
2025
Q4 		$682K Buy
+14,723
New +$682K 0.09% 107

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

Capital Planning Advisors's JPIE Position: Q1 2026 in Review

Capital Planning Advisors held its JPMorgan Income ETF (JPIE) position steady in Q1 2026 at 14,723 shares worth $678K. The position accounts for 0.1% of the portfolio, ranked #95.

Capital Planning Advisors first reported a position in JPIE in Q4 2025 and has held it in 2 quarters since. The position peaked at $682K in Q4 2025. 448 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Capital Planning Advisors held 14,723 shares of JPMorgan Income ETF worth $678K as of Q1 2026.
  • Capital Planning Advisors left its JPMorgan Income ETF share count unchanged in Q1 2026.
  • JPMorgan Income ETF made up 0.1% of Capital Planning Advisors's portfolio in Q1 2026, its #95 holding.
  • Capital Planning Advisors first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Capital Planning Advisors's JPMorgan Income ETF position peaked at $682K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.