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Apella Capital’s JPMorgan Income ETF JPIE Stock Holding History

Apella 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 		$23.5M Buy
+524,647
New +$24M 0.3% 73

Other funds holding JPIE

LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Apella Capital's JPIE Position: Q3 2026 in Review

Apella Capital opened a new position in JPMorgan Income ETF (JPIE) in Q3 2026: 524,647 shares worth $23.5M. The stake represents 0.3% of the portfolio and ranks #73 among its holdings.

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

  • Apella Capital held 524,647 shares of JPMorgan Income ETF worth $23.5M as of Q3 2026.
  • JPMorgan Income ETF was a new Apella Capital position in Q3 2026.
  • JPMorgan Income ETF made up 0.3% of Apella Capital's portfolio in Q3 2026, its #73 holding.
  • 23 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.