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First Citizens Financial Corp’s JPMorgan Income ETF JPIE Stock Holding History

First Citizens Financial Corp’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 		$3.9M Buy
84,738
+10,201
+14% +$469K 1.63% 17
2026
Q1 		$3.43M Buy
74,537
+15,219
+26% +$705K 1.62% 17
2025
Q4 		$2.75M Buy
59,318
+5,802
+11% +$269K 1.36% 21
2025
Q3 		$2.48M Buy
53,516
+10,046
+23% +$465K 1.23% 21
2025
Q2 		$2.01M Sell
43,470
-2,701
-6% -$124K 1.11% 22
2025
Q1 		$2.13M Buy
46,171
+1,656
+4% +$76K 1.2% 23
2024
Q4 		$2.03M Buy
44,515
+4,810
+12% +$221K 1.1% 28
2024
Q3 		$1.84M Sell
39,705
-425
-1% -$19.5K 0.97% 30
2024
Q2 		$1.82M Buy
40,130
+1,239
+3% +$56K 1.08% 24
2024
Q1 		$1.77M Buy
38,891
+1,111
+3% +$50.5K 1.05% 25
2023
Q4 		$1.72M Buy
37,780
+12,530
+50% +$559K 1.11% 26
2023
Q3 		$1.12M Buy
25,250
+5,792
+30% +$259K 0.79% 32
2023
Q2 		$880K Buy
+19,458
New +$886K 0.6% 35

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

First Citizens Financial Corp's JPIE Position: Q2 2026 in Review

First Citizens Financial Corp increased its JPMorgan Income ETF (JPIE) stake by 14% in Q2 2026, buying an estimated $469K and bringing the position to 84,738 shares worth $3.9M. The position accounts for 1.63% of the portfolio, ranked #17.

First Citizens Financial Corp first reported a position in JPIE in Q2 2023 and has held it in 13 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • First Citizens Financial Corp held 84,738 shares of JPMorgan Income ETF worth $3.9M as of Q2 2026.
  • First Citizens Financial Corp bought 10,201 JPMorgan Income ETF shares in Q2 2026, an estimated $469K.
  • JPMorgan Income ETF made up 1.63% of First Citizens Financial Corp's portfolio in Q2 2026, its #17 holding.
  • First Citizens Financial Corp first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.