Cerity Partners
JPIE icon

Cerity Partners’s JPMorgan Income ETF JPIE Stock Holding History

Cerity Partners’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 		– Sell
-6,492
Closed -$299K – 3495
2026
Q1 		$299K Hold
6,492
– – ﹤0.01% 2612
2025
Q4 		$301K Buy
+6,492
New +$301K ﹤0.01% 2409

Other funds holding JPIE

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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

Cerity Partners's JPIE Position: Q2 2026 in Review

Cerity Partners sold out of JPMorgan Income ETF (JPIE) in Q2 2026, closing a stake of 6,492 shares — an estimated $299K sold.

Cerity Partners first reported a position in JPIE in Q4 2025 and held it in 2 quarters. The position peaked at $301K in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Cerity Partners reported no remaining JPMorgan Income ETF position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 6,492 JPMorgan Income ETF shares in Q2 2026, an estimated $299K.
  • Cerity Partners first reported a position in JPMorgan Income ETF in Q4 2025 and held it in 2 quarters.
  • Cerity Partners's JPMorgan Income ETF position peaked at $301K in Q4 2025.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.