Citadel Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Citadel Advisors’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	$2.68M	Buy	+58,270	New	+$2.68M	﹤0.01%	5909
2026 Q1	–	Sell	-43,589	Closed	-$2.02M	–	13619
2025 Q4	$2.02M	Sell	43,589 -72,706	-63%	-$3.37M	﹤0.01%	5891
2025 Q3	$5.4M	Sell	116,295 -9,119	-7%	-$422K	﹤0.01%	4229
2025 Q2	$5.81M	Buy	125,414 +96,203	+329%	+$4.41M	﹤0.01%	3857
2025 Q1	$1.35M	Sell	29,211 -7,418	-20%	-$340K	﹤0.01%	6298
2024 Q4	$1.67M	Buy	+36,629	New	+$1.68M	﹤0.01%	5993
2024 Q3	–	Sell	-13,970	Closed	-$635K	–	14764
2024 Q2	$635K	Buy	+13,970	New	+$632K	﹤0.01%	7555

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

Citadel Advisors's JPIE Position: Q2 2026 in Review

Citadel Advisors opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 58,270 shares worth $2.68M. The stake represents ﹤0.01% of the portfolio and ranks #5909 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in JPIE as recently as Q4 2025.

Citadel Advisors first reported a position in JPIE in Q2 2024 and has held it in 7 quarters since. The position peaked at $5.81M in Q2 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Citadel Advisors held 58,270 shares of JPMorgan Income ETF worth $2.68M as of Q2 2026.
JPMorgan Income ETF was a new Citadel Advisors position in Q2 2026.
JPMorgan Income ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #5909 holding.
Citadel Advisors first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 7 quarters since.
Citadel Advisors's JPMorgan Income ETF position peaked at $5.81M in Q2 2025.
478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.