CW
JPIE icon

CreativeOne Wealth’s JPMorgan Income ETF JPIE Stock Holding History

CreativeOne Wealth’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 		$735K Sell
15,952
-245
-2% -$11.3K 0.02% 675
2026
Q1 		$746K Sell
16,197
-5,349
-25% -$248K 0.02% 671
2025
Q4 		$997K Sell
21,546
-4,359
-17% -$202K 0.02% 558
2025
Q3 		$1.2M Sell
25,905
-1,648
-6% -$76.3K 0.03% 477
2025
Q2 		$1.28M Sell
27,553
-8,304
-23% -$380K 0.03% 466
2025
Q1 		$1.65M Buy
35,857
+4,363
+14% +$200K 0.05% 342
2024
Q4 		$1.44M Sell
31,494
-5,384
-15% -$247K 0.04% 364
2024
Q3 		$1.71M Buy
36,878
+6,224
+20% +$286K 0.06% 302
2024
Q2 		$1.39M Buy
30,654
+2,178
+8% +$98.5K 0.07% 251
2024
Q1 		$1.3M Buy
28,476
+5,262
+23% +$239K 0.05% 324
2023
Q4 		$1.06M Sell
23,214
-3,693
-14% -$165K 0.07% 247
2023
Q3 		$1.2M Buy
26,907
+1,262
+5% +$56.5K 0.09% 214
2023
Q2 		$1.16M Buy
+25,645
New +$1.17M 0.05% 303

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

CreativeOne Wealth's JPIE Position: Q2 2026 in Review

CreativeOne Wealth reduced its JPMorgan Income ETF (JPIE) stake by 1.5% in Q2 2026, selling an estimated $11.3K and leaving 15,952 shares worth $735K. The position accounts for 0.02% of the portfolio, ranked #675.

CreativeOne Wealth first reported a position in JPIE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.71M in Q3 2024. 476 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • CreativeOne Wealth held 15,952 shares of JPMorgan Income ETF worth $735K as of Q2 2026.
  • CreativeOne Wealth sold 245 JPMorgan Income ETF shares in Q2 2026, an estimated $11.3K.
  • JPMorgan Income ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #675 holding.
  • CreativeOne Wealth first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 13 quarters since.
  • CreativeOne Wealth's JPMorgan Income ETF position peaked at $1.71M in Q3 2024.
  • 476 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.