Superior Planning, LLC’s JPMorgan Income ETF JPIE Stock Holding History

Superior Planning, LLC’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 Q3	$19.7K	Buy	+439	New	+$20.1K	0.01%	701

Other funds holding JPIE

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

Hilton Capital Management Garden City, New York $1.47B AUM 11.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Superior Planning, LLC's JPIE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in JPMorgan Income ETF (JPIE) in Q3 2026: 439 shares worth $19.7K. The stake represents 0.01% of the portfolio and ranks #701 among its holdings.

420 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

Superior Planning, LLC held 439 shares of JPMorgan Income ETF worth $19.7K as of Q3 2026.
JPMorgan Income ETF was a new Superior Planning, LLC position in Q3 2026.
JPMorgan Income ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #701 holding.
420 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.