Citizens National Bank Trust Department’s JPMorgan Income ETF JPIE Stock Holding History

Citizens National Bank Trust Department’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	$4.2M	Buy	91,267 +11,642	+15%	+$536K	0.62%	42
2026 Q1	$3.67M	Buy	79,625 +23,010	+41%	+$1.07M	0.61%	43
2025 Q4	$2.62M	Buy	56,615 +35,027	+162%	+$1.62M	0.45%	58
2025 Q3	$1M	Buy	+21,588	New	+$999K	0.18%	108

Other funds holding JPIE

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Citizens National Bank Trust Department's JPIE Position: Q2 2026 in Review

Citizens National Bank Trust Department increased its JPMorgan Income ETF (JPIE) stake by 15% in Q2 2026, buying an estimated $536K and bringing the position to 91,267 shares worth $4.2M. The position accounts for 0.62% of the portfolio, ranked #42.

Citizens National Bank Trust Department first reported a position in JPIE in Q3 2025 and has held it in 4 quarters since. 319 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Citizens National Bank Trust Department held 91,267 shares of JPMorgan Income ETF worth $4.2M as of Q2 2026.
Citizens National Bank Trust Department bought 11,642 JPMorgan Income ETF shares in Q2 2026, an estimated $536K.
JPMorgan Income ETF made up 0.62% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #42 holding.
Citizens National Bank Trust Department first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 4 quarters since.
319 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.