Northern Trust
JPIE icon

Northern Trust’s JPMorgan Income ETF JPIE Stock Holding History

Northern Trust’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
-5,882
Closed -$271K – 4507
2026
Q1 		$271K Hold
5,882
– – ﹤0.01% 3843
2025
Q4 		$272K Hold
5,882
– – ﹤0.01% 3868
2025
Q3 		$273K Buy
5,882
+882
+18% +$40.8K ﹤0.01% 3864
2025
Q2 		$232K Hold
5,000
– – ﹤0.01% 3885
2025
Q1 		$230K Sell
5,000
-247
-5% -$11.3K ﹤0.01% 3893
2024
Q4 		$239K Buy
+5,247
New +$241K ﹤0.01% 3921
2024
Q2 		– Sell
-26,459
Closed -$1.21M – 4442
2024
Q1 		$1.21M Buy
+26,459
New +$1.2M ﹤0.01% 3236

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

Northern Trust's JPIE Position: Q2 2026 in Review

Northern Trust sold out of JPMorgan Income ETF (JPIE) in Q2 2026, closing a stake of 5,882 shares — an estimated $271K sold.

Northern Trust first reported a position in JPIE in Q1 2024 and held it in 7 quarters. The position peaked at $1.21M in Q1 2024. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Northern Trust reported no remaining JPMorgan Income ETF position as of Q2 2026 after selling out during the quarter.
  • Northern Trust sold 5,882 JPMorgan Income ETF shares in Q2 2026, an estimated $271K.
  • Northern Trust first reported a position in JPMorgan Income ETF in Q1 2024 and held it in 7 quarters.
  • Northern Trust's JPMorgan Income ETF position peaked at $1.21M in Q1 2024.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.