Cadent Capital Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Cadent Capital Advisors’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	$12M	Buy	+266,483	New	+$12.2M	2.56%	9

Other funds holding JPIE

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Cadent Capital Advisors's JPIE Position: Q3 2026 in Review

Cadent Capital Advisors opened a new position in JPMorgan Income ETF (JPIE) in Q3 2026: 266,483 shares worth $12M. The stake represents 2.56% of the portfolio and ranks #9 among its holdings.

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

Cadent Capital Advisors held 266,483 shares of JPMorgan Income ETF worth $12M as of Q3 2026.
JPMorgan Income ETF was a new Cadent Capital Advisors position in Q3 2026.
JPMorgan Income ETF made up 2.56% of Cadent Capital Advisors's portfolio in Q3 2026, its #9 holding.
23 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.