Fermata Advisors
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Fermata Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Fermata 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 		$365K Buy
+8,124
New +$371K 0.07% 186
2025
Q2 		– Sell
-12,276
Closed -$566K – 254
2025
Q1 		$566K Sell
12,276
-78,574
-86% -$3.61M 0.1% 146
2024
Q4 		$4.14M Buy
+90,850
New +$4.17M 0.77% 30

Other funds holding JPIE

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Southern Financial Group
Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return
Cary Street Partners
Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return
Hilton Capital Management
Hilton Capital Management Garden City, New York $1.47B AUM 11.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Fermata Advisors's JPIE Position: Q3 2026 in Review

Fermata Advisors opened a new position in JPMorgan Income ETF (JPIE) in Q3 2026: 8,124 shares worth $365K. The stake represents 0.07% of the portfolio and ranks #186 among its holdings. This is a return to the name: Fermata Advisors previously reported a position in JPIE as recently as Q1 2025.

Fermata Advisors first reported a position in JPIE in Q4 2024 and has held it in 3 quarters since. The position peaked at $4.14M in Q4 2024. 431 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

  • Fermata Advisors held 8,124 shares of JPMorgan Income ETF worth $365K as of Q3 2026.
  • JPMorgan Income ETF was a new Fermata Advisors position in Q3 2026.
  • JPMorgan Income ETF made up 0.07% of Fermata Advisors's portfolio in Q3 2026, its #186 holding.
  • Fermata Advisors first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 3 quarters since.
  • Fermata Advisors's JPMorgan Income ETF position peaked at $4.14M in Q4 2024.
  • 431 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

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