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Farther Finance Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Farther Finance 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 		$16.4M Buy
364,915
+35,752
+11% +$1.63M 0.12% 153
2026
Q2 		$15.2M Buy
329,163
+65,197
+25% +$3M 0.12% 150
2026
Q1 		$12.1M Sell
263,966
-95,103
-26% -$4.4M 0.11% 160
2025
Q4 		$16.6M Buy
359,069
+338,620
+1,656% +$15.7M 0.18% 101
2025
Q3 		$949K Buy
20,449
+9,514
+87% +$440K 0.01% 752
2025
Q2 		$507K Sell
10,935
-2,334
-18% -$107K 0.01% 903
2025
Q1 		$609K Sell
13,269
-1,886
-12% -$86.5K 0.02% 698
2024
Q4 		$691K Sell
15,155
-744
-5% -$34.1K 0.03% 493
2024
Q3 		$738K Buy
15,899
+3,270
+26% +$150K 0.03% 450
2024
Q2 		$570K Sell
12,629
-649
-5% -$29.3K 0.03% 444
2024
Q1 		$600K Buy
13,278
+2,977
+29% +$135K 0.04% 356
2023
Q4 		$470K Buy
10,301
+2,419
+31% +$108K 0.03% 362
2023
Q3 		$350K Buy
7,882
+1,510
+24% +$67.6K 0.05% 265
2023
Q2 		$288K Buy
6,372
+3,352
+111% +$153K 0.06% 254
2023
Q1 		$138K Buy
+3,020
New +$138K 0.04% 324

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
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
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Farther Finance Advisors's JPIE Position: Q3 2026 in Review

Farther Finance Advisors increased its JPMorgan Income ETF (JPIE) stake by 11% in Q3 2026, buying an estimated $1.63M and bringing the position to 364,915 shares worth $16.4M. The position accounts for 0.12% of the portfolio, ranked #153.

Farther Finance Advisors first reported a position in JPIE in Q1 2023 and has held it in 15 quarters since. The position peaked at $16.6M in Q4 2025. 23 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

  • Farther Finance Advisors held 364,915 shares of JPMorgan Income ETF worth $16.4M as of Q3 2026.
  • Farther Finance Advisors bought 35,752 JPMorgan Income ETF shares in Q3 2026, an estimated $1.63M.
  • JPMorgan Income ETF made up 0.12% of Farther Finance Advisors's portfolio in Q3 2026, its #153 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's JPMorgan Income ETF position peaked at $16.6M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

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