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Private Trust Company’s JPMorgan Income ETF JPIE Stock Holding History

Private Trust Company’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
-96
Closed -$4.46K – 2617
2025
Q3 		$4.46K Sell
96
-797
-89% -$36.9K ﹤0.01% 2181
2025
Q2 		$41.4K Buy
893
+26
+3% +$1.19K ﹤0.01% 1294
2025
Q1 		$39.9K Hold
867
– – ﹤0.01% 1280
2024
Q4 		$39.6K Buy
867
+96
+12% +$4.4K ﹤0.01% 1260
2024
Q3 		$35.8K Buy
+771
New +$35.4K ﹤0.01% 1256

Other funds holding JPIE

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
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Private Trust Company's JPIE Position: Q4 2025 in Review

Private Trust Company sold out of JPMorgan Income ETF (JPIE) in Q4 2025, closing a stake of 96 shares — an estimated $4.46K sold.

Private Trust Company first reported a position in JPIE in Q3 2024 and held it in 5 quarters. The position peaked at $41.4K in Q2 2025. 414 funds tracked by Wall St. Rank hold JPIE as of Q4 2025.

  • Private Trust Company reported no remaining JPMorgan Income ETF position as of Q4 2025 after selling out during the quarter.
  • Private Trust Company sold 96 JPMorgan Income ETF shares in Q4 2025, an estimated $4.46K.
  • Private Trust Company first reported a position in JPMorgan Income ETF in Q3 2024 and held it in 5 quarters.
  • Private Trust Company's JPMorgan Income ETF position peaked at $41.4K in Q2 2025.
  • 414 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2025.

Based on Private Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.