Creative Planning’s JPMorgan Income ETF JPIE Stock Holding History

Creative Planning’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	$5.14M	Sell	111,663 -3,988	-3%	-$184K	﹤0.01%	1391
2026 Q1	$5.33M	Sell	115,651 -2,583	-2%	-$120K	﹤0.01%	1146
2025 Q4	$5.47M	Buy	118,234 +5,947	+5%	+$276K	﹤0.01%	940
2025 Q3	$5.21M	Buy	112,287 +100,100	+821%	+$4.63M	﹤0.01%	854
2025 Q2	$565K	Buy	12,187 +949	+8%	+$43.5K	﹤0.01%	2351
2025 Q1	$518K	Hold	11,238	–	–	﹤0.01%	2250
2024 Q4	$513K	Buy	11,238 +814	+8%	+$37.3K	﹤0.01%	2201
2024 Q3	$484K	Sell	10,424 -3,780	-27%	-$173K	﹤0.01%	2138
2024 Q2	$646K	Buy	+14,204	New	+$642K	﹤0.01%	1745

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

Creative Planning's JPIE Position: Q2 2026 in Review

Creative Planning reduced its JPMorgan Income ETF (JPIE) stake by 3.4% in Q2 2026, selling an estimated $184K and leaving 111,663 shares worth $5.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Creative Planning first reported a position in JPIE in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.47M in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Creative Planning held 111,663 shares of JPMorgan Income ETF worth $5.14M as of Q2 2026.
Creative Planning sold 3,988 JPMorgan Income ETF shares in Q2 2026, an estimated $184K.
JPMorgan Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1391 holding.
Creative Planning first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 9 quarters since.
Creative Planning's JPMorgan Income ETF position peaked at $5.47M in Q4 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.