Certified Advisory Corp’s JPMorgan Income ETF JPIE Stock Holding History

Certified Advisory Corp’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	$23.9M	Buy	517,962 +45,492	+10%	+$2.09M	1.92%	7
2026 Q1	$21.8M	Buy	472,470 +37,831	+9%	+$1.75M	1.95%	8
2025 Q4	$20.1M	Buy	434,639 +18,090	+4%	+$838K	1.83%	8
2025 Q3	$19.3M	Buy	416,549 +74,924	+22%	+$3.47M	1.84%	8
2025 Q2	$15.8M	Buy	341,625 +14,945	+5%	+$685K	1.64%	9
2025 Q1	$15.1M	Sell	326,680 -6,085	-2%	-$279K	1.7%	11
2024 Q4	$15.2M	Buy	332,765 +30,906	+10%	+$1.42M	1.65%	11
2024 Q3	$14M	Buy	301,859 +67,864	+29%	+$3.11M	1.55%	12
2024 Q2	$10.6M	Buy	233,995 +95,787	+69%	+$4.33M	1.33%	16
2024 Q1	$6.3M	Buy	138,208 +66,123	+92%	+$3M	0.88%	30
2023 Q4	$3.29M	Buy	72,085 +6,482	+10%	+$289K	0.5%	66
2023 Q3	$2.91M	Buy	65,603 +55,185	+530%	+$2.47M	0.54%	61
2023 Q2	$471K	Buy	+10,418	New	+$474K	0.09%	155

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

Certified Advisory Corp's JPIE Position: Q2 2026 in Review

Certified Advisory Corp increased its JPMorgan Income ETF (JPIE) stake by 9.6% in Q2 2026, buying an estimated $2.09M and bringing the position to 517,962 shares worth $23.9M. The position accounts for 1.92% of the portfolio, ranked #7.

Certified Advisory Corp first reported a position in JPIE in Q2 2023 and has held it in 13 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Certified Advisory Corp held 517,962 shares of JPMorgan Income ETF worth $23.9M as of Q2 2026.
Certified Advisory Corp bought 45,492 JPMorgan Income ETF shares in Q2 2026, an estimated $2.09M.
JPMorgan Income ETF made up 1.92% of Certified Advisory Corp's portfolio in Q2 2026, its #7 holding.
Certified Advisory Corp first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 13 quarters since.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.