Park National Corp’s JPMorgan Income ETF JPIE Stock Holding History

Park National 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 Q1	–	Sell	-5,025	Closed	-$233K	–	401
2025 Q4	$233K	Sell	5,025 -5,225	-51%	-$242K	0.01%	290
2025 Q3	$476K	Sell	10,250 -10	-0.1%	-$463	0.01%	224
2025 Q2	$475K	Buy	+10,260	New	+$470K	0.02%	226

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Park National Corp's JPIE Position: Q1 2026 in Review

Park National Corp sold out of JPMorgan Income ETF (JPIE) in Q1 2026, closing a stake of 5,025 shares — an estimated $233K sold.

Park National Corp first reported a position in JPIE in Q2 2025 and held it in 3 quarters. The position peaked at $476K in Q3 2025. 446 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Park National Corp reported no remaining JPMorgan Income ETF position as of Q1 2026 after selling out during the quarter.
Park National Corp sold 5,025 JPMorgan Income ETF shares in Q1 2026, an estimated $233K.
Park National Corp first reported a position in JPMorgan Income ETF in Q2 2025 and held it in 3 quarters.
Park National Corp's JPMorgan Income ETF position peaked at $476K in Q3 2025.
446 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Park National Corp's 13F filing for Q1 2026, filed 16 Apr 2026.