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Peoples Bank (Ohio)’s JPMorgan Income ETF JPIE Stock Holding History

Peoples Bank (Ohio)’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
2025
Q4 		– Sell
-46,077
Closed -$2.14M – 99
2025
Q3 		$2.14M Sell
46,077
-792
-2% -$36.7K 1.31% 22
2025
Q2 		$2.17M Sell
46,869
-6,607
-12% -$303K 1.34% 21
2025
Q1 		$2.46M Buy
53,476
+3,553
+7% +$163K 1.62% 17
2024
Q4 		$2.28M Buy
49,923
+1,174
+2% +$53.8K 1.34% 20
2024
Q3 		$2.26M Sell
48,749
-317
-0.6% -$14.5K 1.15% 23
2024
Q2 		$2.23M Buy
+49,066
New +$2.22M 1.16% 22

Other funds holding JPIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 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 $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Peoples Bank (Ohio)'s JPIE Position: Q4 2025 in Review

Peoples Bank (Ohio) sold out of JPMorgan Income ETF (JPIE) in Q4 2025, closing a stake of 46,077 shares — an estimated $2.14M sold.

Peoples Bank (Ohio) first reported a position in JPIE in Q2 2024 and held it in 6 quarters. The position peaked at $2.46M in Q1 2025. 412 funds tracked by Wall St. Rank hold JPIE as of Q4 2025.

  • Peoples Bank (Ohio) reported no remaining JPMorgan Income ETF position as of Q4 2025 after selling out during the quarter.
  • Peoples Bank (Ohio) sold 46,077 JPMorgan Income ETF shares in Q4 2025, an estimated $2.14M.
  • Peoples Bank (Ohio) first reported a position in JPMorgan Income ETF in Q2 2024 and held it in 6 quarters.
  • Peoples Bank (Ohio)'s JPMorgan Income ETF position peaked at $2.46M in Q1 2025.
  • 412 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2025.

Based on Peoples Bank (Ohio)'s 13F filing for Q4 2025, filed 29 Jan 2026.