Benchmark Financial
JPIE icon

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
Q3 		$2.69M Buy
59,886
+6,647
+12% +$304K 2.07% 14
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

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

Benchmark Financial's JPIE Position: Q3 2026 in Review

Benchmark Financial increased its JPMorgan Income ETF (JPIE) stake by 12% in Q3 2026, buying an estimated $304K and bringing the position to 59,886 shares worth $2.69M. The position accounts for 2.07% of the portfolio, ranked #14.

Benchmark Financial first reported a position in JPIE in Q4 2025 and has held it in 4 quarters since. 318 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

  • Benchmark Financial held 59,886 shares of JPMorgan Income ETF worth $2.69M as of Q3 2026.
  • Benchmark Financial bought 6,647 JPMorgan Income ETF shares in Q3 2026, an estimated $304K.
  • JPMorgan Income ETF made up 2.07% of Benchmark Financial's portfolio in Q3 2026, its #14 holding.
  • Benchmark Financial first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 318 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.