CA
JPIE icon

CoreCap Advisors’s JPMorgan Income ETF JPIE Stock Holding History

CoreCap 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 		$6.2K Sell
138
-172
-55% -$7.86K ﹤0.01% 2218
2026
Q2 		$14.3K Sell
310
-37
-11% -$1.7K ﹤0.01% 1948
2026
Q1 		$16K Sell
347
-667
-66% -$30.9K ﹤0.01% 1767
2025
Q4 		$46.9K Sell
1,014
-29,971
-97% -$1.39M ﹤0.01% 1366
2025
Q3 		$1.44M Buy
30,985
+1,948
+7% +$90.2K 0.05% 297
2025
Q2 		$1.34M Buy
+29,037
New +$1.33M 0.05% 285

Other funds holding JPIE

LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
AC
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

CoreCap Advisors's JPIE Position: Q3 2026 in Review

CoreCap Advisors reduced its JPMorgan Income ETF (JPIE) stake by 55% in Q3 2026, selling an estimated $7.86K and leaving 138 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

CoreCap Advisors first reported a position in JPIE in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.44M in Q3 2025. 23 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

  • CoreCap Advisors held 138 shares of JPMorgan Income ETF worth $6.2K as of Q3 2026.
  • CoreCap Advisors sold 172 JPMorgan Income ETF shares in Q3 2026, an estimated $7.86K.
  • JPMorgan Income ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2218 holding.
  • CoreCap Advisors first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 6 quarters since.
  • CoreCap Advisors's JPMorgan Income ETF position peaked at $1.44M in Q3 2025.
  • 23 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.