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Godsey & Gibb Inc’s JPMorgan Income ETF JPIE Stock Holding History

Godsey & Gibb Inc’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 		– Sell
-440
Closed -$20.3K – 395
2026
Q1 		$20.3K Hold
440
– – ﹤0.01% 234
2025
Q4 		$20.4K Buy
+440
New +$20.4K ﹤0.01% 238

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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Godsey & Gibb Inc's JPIE Position: Q2 2026 in Review

Godsey & Gibb Inc sold out of JPMorgan Income ETF (JPIE) in Q2 2026, closing a stake of 440 shares — an estimated $20.3K sold.

Godsey & Gibb Inc first reported a position in JPIE in Q4 2025 and held it in 2 quarters. The position peaked at $20.4K in Q4 2025. 479 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Godsey & Gibb Inc reported no remaining JPMorgan Income ETF position as of Q2 2026 after selling out during the quarter.
  • Godsey & Gibb Inc sold 440 JPMorgan Income ETF shares in Q2 2026, an estimated $20.3K.
  • Godsey & Gibb Inc first reported a position in JPMorgan Income ETF in Q4 2025 and held it in 2 quarters.
  • Godsey & Gibb Inc's JPMorgan Income ETF position peaked at $20.4K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.