Trustmark National Bank Trust Department’s JPMorgan Income ETF JPIE Stock Holding History

Trustmark National Bank Trust Department’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	$3.45M	Buy	74,966 +1,175	+2%	+$54.1K	0.21%	84
2026 Q1	$3.4M	Buy	73,791 +9,306	+14%	+$431K	0.22%	83
2025 Q4	$2.99M	Sell	64,485 -141	-0.2%	-$6.53K	0.19%	92
2025 Q3	$3M	Sell	64,626 -6,372	-9%	-$295K	0.19%	90
2025 Q2	$3.29M	Sell	70,998 -4,538	-6%	-$208K	0.23%	89
2025 Q1	$3.48M	Sell	75,536 -3,681	-5%	-$169K	0.26%	80
2024 Q4	$3.61M	Buy	79,217 +16,311	+26%	+$748K	0.27%	78
2024 Q3	$2.92M	Hold	62,906	–	–	0.22%	89
2024 Q2	$2.86M	Buy	62,906 +21,859	+53%	+$988K	0.23%	90
2024 Q1	$1.87M	Buy	41,047 +5,624	+16%	+$256K	0.15%	115
2023 Q4	$1.62M	Sell	35,423 -232	-0.7%	-$10.4K	0.15%	114
2023 Q3	$1.58M	Hold	35,655	–	–	0.16%	107
2023 Q2	$1.61M	Buy	35,655 +3,900	+12%	+$178K	0.15%	112
2023 Q1	$1.45M	Buy	31,755 +11,770	+59%	+$537K	0.13%	116
2022 Q4	$902K	Buy	+19,985	New	+$895K	0.08%	147

Other funds holding JPIE

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

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

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

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

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

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

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

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

Trustmark National Bank Trust Department's JPIE Position: Q2 2026 in Review

Trustmark National Bank Trust Department increased its JPMorgan Income ETF (JPIE) stake by 1.6% in Q2 2026, buying an estimated $54.1K and bringing the position to 74,966 shares worth $3.45M. The position accounts for 0.21% of the portfolio, ranked #84.

Trustmark National Bank Trust Department first reported a position in JPIE in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.61M in Q4 2024. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Trustmark National Bank Trust Department held 74,966 shares of JPMorgan Income ETF worth $3.45M as of Q2 2026.
Trustmark National Bank Trust Department bought 1,175 JPMorgan Income ETF shares in Q2 2026, an estimated $54.1K.
JPMorgan Income ETF made up 0.21% of Trustmark National Bank Trust Department's portfolio in Q2 2026, its #84 holding.
Trustmark National Bank Trust Department first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 15 quarters since.
Trustmark National Bank Trust Department's JPMorgan Income ETF position peaked at $3.61M in Q4 2024.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q2 2026, filed 12 Aug 2026.