AlphaCore Capital
JPIE icon

AlphaCore Capital’s JPMorgan Income ETF JPIE Stock Holding History

AlphaCore Capital’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 		$359K Hold
8,000
– – 0.01% 997
2026
Q2 		$368K Hold
8,000
– – 0.01% 824
2026
Q1 		$369K Hold
8,000
– – 0.01% 640
2025
Q4 		$372K Buy
+8,000
New +$371K 0.01% 711

Other funds holding JPIE

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Southern Financial Group
Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $197M AUM 7.58% 1-Year Est. Return
Enclave Advisors
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
D'Orazio & Associates Falls Church, Virginia $902M AUM 15.38% 1-Year Est. Return
Leverty Financial Group
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AlphaCore Capital's JPIE Position: Q3 2026 in Review

AlphaCore Capital held its JPMorgan Income ETF (JPIE) position steady in Q3 2026 at 8,000 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #997.

AlphaCore Capital first reported a position in JPIE in Q4 2025 and has held it in 4 quarters since. The position peaked at $372K in Q4 2025. 309 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

  • AlphaCore Capital held 8,000 shares of JPMorgan Income ETF worth $359K as of Q3 2026.
  • AlphaCore Capital left its JPMorgan Income ETF share count unchanged in Q3 2026.
  • JPMorgan Income ETF made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #997 holding.
  • AlphaCore Capital first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 4 quarters since.
  • AlphaCore Capital's JPMorgan Income ETF position peaked at $372K in Q4 2025.
  • 309 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.