Client First Investment Management’s JPMorgan Income ETF JPIE Stock Holding History

Client First Investment 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	–	Sell	-19,771	Closed	-$910K	–	28
2026 Q2	$910K	Buy	+19,771	New	+$910K	0.38%	26

Other funds holding JPIE

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return

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

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

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

Echo Wealth Management Plymouth, Minnesota $204M AUM 7.55% 1-Year Est. Return

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

Client First Investment Management's JPIE Position: Q3 2026 in Review

Client First Investment Management sold out of JPMorgan Income ETF (JPIE) in Q3 2026, closing a stake of 19,771 shares — an estimated $910K sold.

Client First Investment Management first reported a position in JPIE in Q2 2026 and held it in 1 quarter. The position peaked at $910K in Q2 2026. 78 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

Client First Investment Management reported no remaining JPMorgan Income ETF position as of Q3 2026 after selling out during the quarter.
Client First Investment Management sold 19,771 JPMorgan Income ETF shares in Q3 2026, an estimated $910K.
Client First Investment Management first reported a position in JPMorgan Income ETF in Q2 2026 and held it in 1 quarter.
Client First Investment Management's JPMorgan Income ETF position peaked at $910K in Q2 2026.
78 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.