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

WhitTier 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
2026 Q2	$28.8K	Sell	629 -9	-1%	-$414	﹤0.01%	844
2026 Q1	$29.3K	Sell	638 -4	-0.6%	-$185	﹤0.01%	817
2025 Q4	$29.8K	Sell	642 -379	-37%	-$17.6K	﹤0.01%	808
2025 Q3	$47.2K	Buy	1,021 +100	+11%	+$4.63K	﹤0.01%	706
2025 Q2	$42.7K	Sell	921 -539	-37%	-$24.7K	﹤0.01%	825
2025 Q1	$67.2K	Buy	1,460 +539	+59%	+$24.7K	﹤0.01%	702
2024 Q4	$42K	Hold	921	–	–	﹤0.01%	787
2024 Q3	$42.7K	Hold	921	–	–	﹤0.01%	784
2024 Q2	$41.9K	Buy	921 +449	+95%	+$20.3K	﹤0.01%	745
2024 Q1	$21.5K	Hold	472	–	–	﹤0.01%	840
2023 Q4	$21.5K	Buy	+472	New	+$21.1K	﹤0.01%	826

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

WhitTier Trust Company's JPIE Position: Q2 2026 in Review

WhitTier Trust Company reduced its JPMorgan Income ETF (JPIE) stake by 1.4% in Q2 2026, selling an estimated $414 and leaving 629 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

WhitTier Trust Company first reported a position in JPIE in Q4 2023 and has held it in 11 quarters since. The position peaked at $67.2K in Q1 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

WhitTier Trust Company held 629 shares of JPMorgan Income ETF worth $28.8K as of Q2 2026.
WhitTier Trust Company sold 9 JPMorgan Income ETF shares in Q2 2026, an estimated $414.
JPMorgan Income ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #844 holding.
WhitTier Trust Company first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 11 quarters since.
WhitTier Trust Company's JPMorgan Income ETF position peaked at $67.2K in Q1 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.