Capital Advisors Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Capital Advisors Wealth Management’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	$42.6M	Buy	949,910 +237,167	+33%	+$10.8M	4.8%	4
2026 Q2	$32.8M	Buy	712,743 +55,788	+8%	+$2.57M	3.85%	7
2026 Q1	$30.3M	Buy	656,955 +8,225	+1%	+$381K	4.06%	6
2025 Q4	$30M	Buy	648,730 +112,666	+21%	+$5.22M	4.09%	6
2025 Q3	$24.9M	Buy	536,064 +18,907	+4%	+$875K	3.55%	8
2025 Q2	$24M	Buy	517,157 +44,018	+9%	+$2.02M	3.76%	7
2025 Q1	$21.8M	Buy	473,139 +2,257	+0.5%	+$104K	3.85%	6
2024 Q4	$21.5M	Sell	470,882 -19	-0%	-$871	3.82%	7
2024 Q3	$21.8M	Sell	470,901 -18,436	-4%	-$846K	4.02%	8
2024 Q2	$22.2M	Buy	489,337 +2,527	+0.5%	+$114K	4.4%	7
2024 Q1	$22.2M	Buy	486,810 +69,528	+17%	+$3.16M	4.6%	7
2023 Q4	$19M	Sell	417,282 -39,284	-9%	-$1.75M	4.34%	7
2023 Q3	$20.3M	Buy	456,566 +72,142	+19%	+$3.23M	5.29%	6
2023 Q2	$17.4M	Buy	384,424 +12,297	+3%	+$560K	4.45%	7
2023 Q1	$17M	Buy	372,127 +1,068	+0.3%	+$48.7K	4.71%	5
2022 Q4	$16.7M	Buy	371,059 +29,175	+9%	+$1.31M	5.07%	5
2022 Q3	$15.1M	Sell	341,884 -2,536	-0.7%	-$117K	5.03%	4
2022 Q2	$15.8M	Buy	344,420 +330	+0.1%	+$15.5K	5.13%	5
2022 Q1	$16.5M	Buy	+344,090	New	+$16.9M	5.05%	4

Other funds holding JPIE

LFG

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

Capital Advisors Wealth Management's JPIE Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 33% in Q3 2026, buying an estimated $10.8M and bringing the position to 949,910 shares worth $42.6M. The position accounts for 4.8% of the portfolio, ranked #4.

Capital Advisors Wealth Management first reported a position in JPIE in Q1 2022 and has held it in 19 quarters since. 23 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

Capital Advisors Wealth Management held 949,910 shares of JPMorgan Income ETF worth $42.6M as of Q3 2026.
Capital Advisors Wealth Management bought 237,167 JPMorgan Income ETF shares in Q3 2026, an estimated $10.8M.
JPMorgan Income ETF made up 4.8% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #4 holding.
Capital Advisors Wealth Management first reported a position in JPMorgan Income ETF in Q1 2022 and has held it in 19 quarters since.
23 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

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