Legacy Financial Strategies’s JPMorgan Income ETF JPIE Stock Holding History

Legacy Financial Strategies’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	$389K	Buy	8,675 +1,105	+15%	+$50.5K	0.06%	100
2026 Q2	$349K	Buy	+7,570	New	+$348K	0.05%	108
2025 Q3	–	Sell	-5,416	Closed	-$251K	–	138
2025 Q2	$251K	Sell	5,416 -1,222	-18%	-$56K	0.05%	113
2025 Q1	$306K	Sell	6,638 -282	-4%	-$12.9K	0.07%	88
2024 Q4	$316K	Buy	6,920 +332	+5%	+$15.2K	0.07%	86
2024 Q3	$306K	Buy	6,588 +1,164	+21%	+$53.4K	0.07%	88
2024 Q2	$246K	Sell	5,424 -277	-5%	-$12.5K	0.06%	85
2024 Q1	$260K	Buy	5,701 +490	+9%	+$22.3K	0.07%	75
2023 Q4	$238K	Sell	5,211 -558	-10%	-$24.9K	0.07%	72
2023 Q3	$255K	Buy	+5,769	New	+$258K	0.08%	65

Other funds holding JPIE

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

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

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

EWM

Echo Wealth Management Plymouth, Minnesota $204M AUM 7.55% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Legacy Financial Strategies's JPIE Position: Q3 2026 in Review

Legacy Financial Strategies increased its JPMorgan Income ETF (JPIE) stake by 15% in Q3 2026, buying an estimated $50.5K and bringing the position to 8,675 shares worth $389K. The position accounts for 0.06% of the portfolio, ranked #100.

Legacy Financial Strategies first reported a position in JPIE in Q3 2023 and has held it in 10 quarters since. 90 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

Legacy Financial Strategies held 8,675 shares of JPMorgan Income ETF worth $389K as of Q3 2026.
Legacy Financial Strategies bought 1,105 JPMorgan Income ETF shares in Q3 2026, an estimated $50.5K.
JPMorgan Income ETF made up 0.06% of Legacy Financial Strategies's portfolio in Q3 2026, its #100 holding.
Legacy Financial Strategies first reported a position in JPMorgan Income ETF in Q3 2023 and has held it in 10 quarters since.
90 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.