Cooper Financial Group’s JPMorgan Income ETF JPIE Stock Holding History

Cooper Financial Group’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 Q2	$2.12M	Buy	46,108 +1,162	+3%	+$53.5K	0.18%	104
2026 Q1	$2.07M	Sell	44,946 -77	-0.2%	-$3.56K	0.21%	90
2025 Q4	$2.08M	Buy	45,023 +7,028	+18%	+$326K	0.22%	80
2025 Q3	$1.76M	Buy	37,995 +6,115	+19%	+$283K	0.2%	87
2025 Q2	$1.48M	Buy	31,880 +6,131	+24%	+$281K	0.17%	102
2025 Q1	$1.19M	Buy	25,749 +3,147	+14%	+$144K	0.16%	120
2024 Q4	$1.03M	Sell	22,602 -1,038	-4%	-$47.6K	0.12%	143
2024 Q3	$1.1M	Buy	23,640 +2,744	+13%	+$126K	0.14%	131
2024 Q2	$950K	Sell	20,896 -6,840	-25%	-$309K	0.14%	132
2024 Q1	$1.26M	Buy	27,736 +4,955	+22%	+$225K	0.21%	93
2023 Q4	$1.04M	Buy	22,781 +7,344	+48%	+$328K	0.19%	108
2023 Q3	$685K	Buy	15,437 +4,912	+47%	+$220K	0.16%	141
2023 Q2	$476K	Buy	10,525 +5,525	+111%	+$252K	0.12%	199
2023 Q1	$229K	Buy	+5,000	New	+$228K	0.06%	273

Other funds holding JPIE

Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return