Convergence Financial’s JPMorgan Income ETF JPIE Stock Holding History
Bought
Maintained
Sold
Other funds holding JPIE
WF
WWMSC
Convergence Financial's JPIE Position: Q3 2026 in Review
Convergence Financial opened a new position in JPMorgan Income ETF (JPIE) in Q3 2026: 34,496 shares worth $1.55M. The stake represents 0.22% of the portfolio and ranks #82 among its holdings. This is a return to the name: Convergence Financial previously reported a position in JPIE as recently as Q1 2026.
Convergence Financial first reported a position in JPIE in Q2 2024 and has held it in 9 quarters since. 309 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.
- Convergence Financial held 34,496 shares of JPMorgan Income ETF worth $1.55M as of Q3 2026.
- JPMorgan Income ETF was a new Convergence Financial position in Q3 2026.
- JPMorgan Income ETF made up 0.22% of Convergence Financial's portfolio in Q3 2026, its #82 holding.
- Convergence Financial first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 9 quarters since.
- 309 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.
Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.