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First Citizens Financial Corp’s JPMorgan Income ETF JPIE Stock Holding History

First Citizens Financial Corp’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 		$4.02M Buy
89,498
+4,760
+6% +$217K 1.69% 18
2026
Q2 		$3.9M Buy
84,738
+10,201
+14% +$469K 1.63% 17
2026
Q1 		$3.43M Buy
74,537
+15,219
+26% +$705K 1.62% 17
2025
Q4 		$2.75M Buy
59,318
+5,802
+11% +$269K 1.36% 21
2025
Q3 		$2.48M Buy
53,516
+10,046
+23% +$465K 1.23% 21
2025
Q2 		$2.01M Sell
43,470
-2,701
-6% -$124K 1.11% 22
2025
Q1 		$2.13M Buy
46,171
+1,656
+4% +$76K 1.2% 23
2024
Q4 		$2.03M Buy
44,515
+4,810
+12% +$221K 1.1% 28
2024
Q3 		$1.84M Sell
39,705
-425
-1% -$19.5K 0.97% 30
2024
Q2 		$1.82M Buy
40,130
+1,239
+3% +$56K 1.08% 24
2024
Q1 		$1.77M Buy
38,891
+1,111
+3% +$50.5K 1.05% 25
2023
Q4 		$1.72M Buy
37,780
+12,530
+50% +$559K 1.11% 26
2023
Q3 		$1.12M Buy
25,250
+5,792
+30% +$259K 0.79% 32
2023
Q2 		$880K Buy
+19,458
New +$886K 0.6% 35

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

First Citizens Financial Corp's JPIE Position: Q3 2026 in Review

First Citizens Financial Corp increased its JPMorgan Income ETF (JPIE) stake by 5.6% in Q3 2026, buying an estimated $217K and bringing the position to 89,498 shares worth $4.02M. The position accounts for 1.69% of the portfolio, ranked #18.

First Citizens Financial Corp first reported a position in JPIE in Q2 2023 and has held it in 14 quarters since. 23 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

  • First Citizens Financial Corp held 89,498 shares of JPMorgan Income ETF worth $4.02M as of Q3 2026.
  • First Citizens Financial Corp bought 4,760 JPMorgan Income ETF shares in Q3 2026, an estimated $217K.
  • JPMorgan Income ETF made up 1.69% of First Citizens Financial Corp's portfolio in Q3 2026, its #18 holding.
  • First Citizens Financial Corp first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 14 quarters since.
  • 23 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on First Citizens Financial Corp's 13F filing for Q3 2026, filed 2 Oct 2026.