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 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Centurion Wealth Management's JPIE Position: Q2 2026 in Review

Centurion Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 9.4% in Q2 2026, selling an estimated $340K and leaving 70,932 shares worth $3.27M. The position accounts for 0.78% of the portfolio, ranked #30.

Centurion Wealth Management first reported a position in JPIE in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.61M in Q1 2026. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Centurion Wealth Management held 70,932 shares of JPMorgan Income ETF worth $3.27M as of Q2 2026.
Centurion Wealth Management sold 7,378 JPMorgan Income ETF shares in Q2 2026, an estimated $340K.
JPMorgan Income ETF made up 0.78% of Centurion Wealth Management's portfolio in Q2 2026, its #30 holding.
Centurion Wealth Management first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 12 quarters since.
Centurion Wealth Management's JPMorgan Income ETF position peaked at $3.61M in Q1 2026.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.