CTC
JPIE icon

Central Trust Company’s JPMorgan Income ETF JPIE Stock Holding History

Central Trust Company’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 		$305K Hold
6,628
– – 0.01% 539
2026
Q1 		$305K Buy
6,628
+1,818
+38% +$84.2K 0.01% 514
2025
Q4 		$223K Buy
4,810
+500
+12% +$23.2K ﹤0.01% 563
2025
Q3 		$200K Sell
4,310
-949
-18% -$43.9K ﹤0.01% 581
2025
Q2 		$244K Sell
5,259
-15
-0.3% -$687 0.01% 533
2025
Q1 		$243K Buy
5,274
+2,941
+126% +$135K 0.01% 523
2024
Q4 		$106K Buy
2,333
+1,085
+87% +$49.7K ﹤0.01% 644
2024
Q3 		$57.9K Buy
1,248
+646
+107% +$29.6K ﹤0.01% 757
2024
Q2 		$27.4K Sell
602
-71
-11% -$3.21K ﹤0.01% 893
2024
Q1 		$30.7K Hold
673
– – ﹤0.01% 893
2023
Q4 		$30.7K Buy
673
+344
+105% +$15.3K ﹤0.01% 878
2023
Q3 		$14.6K Hold
329
– – ﹤0.01% 982
2023
Q2 		$14.9K Hold
329
– – ﹤0.01% 974
2023
Q1 		$15.1K Buy
329
+313
+1,956% +$14.3K ﹤0.01% 984
2022
Q4 		$722 Hold
16
– – ﹤0.01% 1213
2022
Q3 		$1K Hold
16
– – ﹤0.01% 1257
2022
Q2 		$1K Buy
+16
New +$753 ﹤0.01% 1302

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 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

Central Trust Company's JPIE Position: Q2 2026 in Review

Central Trust Company held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 6,628 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #539.

Central Trust Company first reported a position in JPIE in Q2 2022 and has held it in 17 quarters since. The position peaked at $305K in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Central Trust Company held 6,628 shares of JPMorgan Income ETF worth $305K as of Q2 2026.
  • Central Trust Company left its JPMorgan Income ETF share count unchanged in Q2 2026.
  • JPMorgan Income ETF made up 0.01% of Central Trust Company's portfolio in Q2 2026, its #539 holding.
  • Central Trust Company first reported a position in JPMorgan Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Central Trust Company's JPMorgan Income ETF position peaked at $305K in Q1 2026.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.