Advisor Resource Council’s JPMorgan Income ETF JPIE Stock Holding History

Advisor Resource Council’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	$353K	Buy	+7,900	New	+$361K	0.12%	156

Other funds holding JPIE

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

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

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

Williams Financial North Bennington, Vermont $197M AUM 7.58% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

D'Orazio & Associates Falls Church, Virginia $902M AUM 15.38% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Advisor Resource Council's JPIE Position: Q3 2026 in Review

Advisor Resource Council opened a new position in JPMorgan Income ETF (JPIE) in Q3 2026: 7,900 shares worth $353K. The stake represents 0.12% of the portfolio and ranks #156 among its holdings.

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

Advisor Resource Council held 7,900 shares of JPMorgan Income ETF worth $353K as of Q3 2026.
JPMorgan Income ETF was a new Advisor Resource Council position in Q3 2026.
JPMorgan Income ETF made up 0.12% of Advisor Resource Council's portfolio in Q3 2026, its #156 holding.
361 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Advisor Resource Council's 13F filing for Q3 2026, filed 5 Nov 2026.