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Cornerstone Planning Group’s JPMorgan Income ETF JPIE Stock Holding History

Cornerstone Planning Group’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
Q1 		– Sell
-4,903
Closed -$228K – 1872
2025
Q4 		$228K Buy
+4,903
New +$227K 0.04% 128

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cornerstone Planning Group's JPIE Position: Q1 2026 in Review

Cornerstone Planning Group sold out of JPMorgan Income ETF (JPIE) in Q1 2026, closing a stake of 4,903 shares — an estimated $228K sold.

Cornerstone Planning Group first reported a position in JPIE in Q4 2025 and held it in 1 quarter. The position peaked at $228K in Q4 2025. 449 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Cornerstone Planning Group reported no remaining JPMorgan Income ETF position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 4,903 JPMorgan Income ETF shares in Q1 2026, an estimated $228K.
  • Cornerstone Planning Group first reported a position in JPMorgan Income ETF in Q4 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's JPMorgan Income ETF position peaked at $228K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.