Alteri Wealth
JPIE icon

Alteri Wealth’s JPMorgan Income ETF JPIE Stock Holding History

Alteri Wealth’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 		$2.13M Buy
47,537
+3,562
+8% +$163K 0.6% 28
2026
Q2 		$2.03M Buy
43,975
+3,430
+8% +$158K 0.56% 32
2026
Q1 		$1.87M Buy
40,545
+29,395
+264% +$1.36M 0.61% 27
2025
Q4 		$516K Buy
11,150
+2,655
+31% +$123K 0.17% 149
2025
Q3 		$394K Buy
8,495
+3,845
+83% +$178K 0.14% 176
2025
Q2 		$215K Buy
+4,650
New +$213K 0.08% 248

Other funds holding JPIE

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Southern Financial Group
Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return
Cary Street Partners
Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return
Hilton Capital Management
Hilton Capital Management Garden City, New York $1.47B AUM 11.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Alteri Wealth's JPIE Position: Q3 2026 in Review

Alteri Wealth increased its JPMorgan Income ETF (JPIE) stake by 8.1% in Q3 2026, buying an estimated $163K and bringing the position to 47,537 shares worth $2.13M. The position accounts for 0.6% of the portfolio, ranked #28.

Alteri Wealth first reported a position in JPIE in Q2 2025 and has held it in 6 quarters since. 457 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

  • Alteri Wealth held 47,537 shares of JPMorgan Income ETF worth $2.13M as of Q3 2026.
  • Alteri Wealth bought 3,562 JPMorgan Income ETF shares in Q3 2026, an estimated $163K.
  • JPMorgan Income ETF made up 0.6% of Alteri Wealth's portfolio in Q3 2026, its #28 holding.
  • Alteri Wealth first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 6 quarters since.
  • 457 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Alteri Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.