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
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 $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return