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Centricity Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Centricity Wealth 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
2025
Q2 		$35.4K Buy
764
+11
+1% +$504 0.03% 207
2025
Q1 		$34.7K Buy
753
+535
+245% +$24.5K 0.03% 204
2024
Q4 		$9.95K Buy
+218
New +$9.99K 0.01% 326

Other funds holding JPIE

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
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
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Centricity Wealth Management's JPIE Position: Q2 2025 in Review

Centricity Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 1.5% in Q2 2025, buying an estimated $504 and bringing the position to 764 shares worth $35.4K. The position accounts for 0.03% of the portfolio, ranked #207.

Centricity Wealth Management first reported a position in JPIE in Q4 2024 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold JPIE as of Q2 2025.

  • Centricity Wealth Management held 764 shares of JPMorgan Income ETF worth $35.4K as of Q2 2025.
  • Centricity Wealth Management bought 11 JPMorgan Income ETF shares in Q2 2025, an estimated $504.
  • JPMorgan Income ETF made up 0.03% of Centricity Wealth Management's portfolio in Q2 2025, its #207 holding.
  • Centricity Wealth Management first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.