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Benchmark Financial’s JPMorgan Income ETF JPIE Stock Holding History

Benchmark Financial’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
Q2 		$2.45M Buy
53,239
+4,914
+10% +$226K 2% 13
2026
Q1 		$2.23M Buy
48,325
+5,315
+12% +$246K 2% 13
2025
Q4 		$1.99M Buy
+43,010
New +$1.99M 1.98% 13

Other funds holding JPIE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Benchmark Financial's JPIE Position: Q2 2026 in Review

Benchmark Financial increased its JPMorgan Income ETF (JPIE) stake by 10% in Q2 2026, buying an estimated $226K and bringing the position to 53,239 shares worth $2.45M. The position accounts for 2% of the portfolio, ranked #13.

Benchmark Financial first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. 319 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Benchmark Financial held 53,239 shares of JPMorgan Income ETF worth $2.45M as of Q2 2026.
  • Benchmark Financial bought 4,914 JPMorgan Income ETF shares in Q2 2026, an estimated $226K.
  • JPMorgan Income ETF made up 2% of Benchmark Financial's portfolio in Q2 2026, its #13 holding.
  • Benchmark Financial first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 319 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.