Cetera Investment Advisers
JPIE icon

Cetera Investment Advisers’s JPMorgan Income ETF JPIE Stock Holding History

Cetera Investment Advisers’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 		$37.3M Buy
810,798
+77,108
+11% +$3.55M 0.03% 502
2026
Q1 		$33.8M Buy
733,690
+182,265
+33% +$8.44M 0.04% 492
2025
Q4 		$25.5M Buy
551,425
+56,005
+11% +$2.59M 0.03% 559
2025
Q3 		$23M Buy
495,420
+89,543
+22% +$4.15M 0.03% 591
2025
Q2 		$18.8M Buy
405,877
+183,957
+83% +$8.43M 0.03% 543
2025
Q1 		$10.2M Buy
221,920
+115,900
+109% +$5.32M 0.02% 757
2024
Q4 		$4.84M Buy
106,020
+33,686
+47% +$1.54M 0.01% 1047
2024
Q3 		$3.36M Buy
72,334
+28,897
+67% +$1.33M 0.01% 1245
2024
Q2 		$1.97M Buy
43,437
+11,295
+35% +$511K ﹤0.01% 1585
2024
Q1 		$1.46M Buy
+32,142
New +$1.46M ﹤0.01% 1786

Other funds holding JPIE

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

Cetera Investment Advisers's JPIE Position: Q2 2026 in Review

Cetera Investment Advisers increased its JPMorgan Income ETF (JPIE) stake by 11% in Q2 2026, buying an estimated $3.55M and bringing the position to 810,798 shares worth $37.3M. The position accounts for 0.03% of the portfolio, ranked #502.

Cetera Investment Advisers first reported a position in JPIE in Q1 2024 and has held it in 10 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Cetera Investment Advisers held 810,798 shares of JPMorgan Income ETF worth $37.3M as of Q2 2026.
  • Cetera Investment Advisers bought 77,108 JPMorgan Income ETF shares in Q2 2026, an estimated $3.55M.
  • JPMorgan Income ETF made up 0.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #502 holding.
  • Cetera Investment Advisers first reported a position in JPMorgan Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.