Emerald Advisors
JPIE icon

Emerald Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Emerald 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 		$10.2M Buy
226,651
+149,462
+194% +$6.83M 1.3% 6
2026
Q2 		$3.55M Buy
77,189
+63,430
+461% +$2.92M 0.45% 12
2026
Q1 		$634K Buy
13,759
+6,882
+100% +$319K 0.08% 74
2025
Q4 		$318K Buy
6,877
+1,928
+39% +$89.3K 0.04% 89
2025
Q3 		$230K Buy
4,949
+112
+2% +$5.18K 0.03% 95
2025
Q2 		$224K Buy
4,837
+145
+3% +$6.64K 0.03% 96
2025
Q1 		$216K Buy
+4,692
New +$215K 0.03% 92

Other funds holding JPIE

Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $197M AUM 7.58% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
PS
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Emerald Advisors's JPIE Position: Q3 2026 in Review

Emerald Advisors increased its JPMorgan Income ETF (JPIE) stake by 194% in Q3 2026, buying an estimated $6.83M and bringing the position to 226,651 shares worth $10.2M. The position accounts for 1.3% of the portfolio, ranked #6.

Emerald Advisors first reported a position in JPIE in Q1 2025 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

  • Emerald Advisors held 226,651 shares of JPMorgan Income ETF worth $10.2M as of Q3 2026.
  • Emerald Advisors bought 149,462 JPMorgan Income ETF shares in Q3 2026, an estimated $6.83M.
  • JPMorgan Income ETF made up 1.3% of Emerald Advisors's portfolio in Q3 2026, its #6 holding.
  • Emerald Advisors first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 7 quarters since.
  • 120 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

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