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

Centurion 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
2026 Q3	$2.93M	Sell	65,238 -5,694	-8%	-$260K	0.71%	33
2026 Q2	$3.27M	Sell	70,932 -7,378	-9%	-$340K	0.78%	30
2026 Q1	$3.61M	Buy	78,310 +17,641	+29%	+$817K	0.81%	29
2025 Q4	$2.81M	Buy	60,669 +4,822	+9%	+$223K	0.62%	41
2025 Q3	$2.59M	Buy	55,847 +2,313	+4%	+$107K	0.59%	41
2025 Q2	$2.48M	Buy	53,534 +8,001	+18%	+$367K	0.71%	34
2025 Q1	$2.08M	Hold	45,533	–	–	0.65%	32
2024 Q4	$2.08M	Buy	45,533 +1,219	+3%	+$55.9K	0.65%	32
2024 Q3	$2.06M	Buy	+44,314	New	+$2.03M	0.66%	29
2024 Q1	$1.74M	Buy	38,122 +9,900	+35%	+$450K	0.68%	31
2023 Q4	$1.29M	Buy	28,222 +2,113	+8%	+$94.3K	0.55%	36
2023 Q3	$1.16M	Buy	26,109 +5,456	+26%	+$244K	0.57%	37
2023 Q2	$934K	Buy	+20,653	New	+$940K	0.45%	48

Other funds holding JPIE

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

Centurion Wealth Management's JPIE Position: Q3 2026 in Review

Centurion Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 8% in Q3 2026, selling an estimated $260K and leaving 65,238 shares worth $2.93M. The position accounts for 0.71% of the portfolio, ranked #33.

Centurion Wealth Management first reported a position in JPIE in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.61M in Q1 2026. 481 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

Centurion Wealth Management held 65,238 shares of JPMorgan Income ETF worth $2.93M as of Q3 2026.
Centurion Wealth Management sold 5,694 JPMorgan Income ETF shares in Q3 2026, an estimated $260K.
JPMorgan Income ETF made up 0.71% of Centurion Wealth Management's portfolio in Q3 2026, its #33 holding.
Centurion Wealth Management first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 13 quarters since.
Centurion Wealth Management's JPMorgan Income ETF position peaked at $3.61M in Q1 2026.
481 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.