LifeGoal Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

LifeGoal Wealth 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	$4.36M	Sell	97,184 -21,345	-18%	-$975K	1.33%	22
2026 Q2	$5.46M	Sell	118,529 -8,144	-6%	-$375K	2.5%	9
2026 Q1	$5.82M	Sell	126,673 -9,029	-7%	-$418K	3.33%	8
2025 Q4	$6.3M	Buy	135,702 +29,275	+28%	+$1.36M	4.2%	7
2025 Q3	$4.94M	Buy	106,427 +7,235	+7%	+$335K	4.1%	7
2025 Q2	$4.59M	Buy	99,192 +1,587	+2%	+$72.7K	4.37%	7
2025 Q1	$4.5M	Buy	97,605 +16,373	+20%	+$751K	4.86%	6
2024 Q4	$3.71M	Buy	+81,232	New	+$3.72M	4.02%	7

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

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

LifeGoal Wealth Advisors's JPIE Position: Q3 2026 in Review

LifeGoal Wealth Advisors reduced its JPMorgan Income ETF (JPIE) stake by 18% in Q3 2026, selling an estimated $975K and leaving 97,184 shares worth $4.36M. The position accounts for 1.33% of the portfolio, ranked #22.

LifeGoal Wealth Advisors first reported a position in JPIE in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.3M in Q4 2025. 23 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

LifeGoal Wealth Advisors held 97,184 shares of JPMorgan Income ETF worth $4.36M as of Q3 2026.
LifeGoal Wealth Advisors sold 21,345 JPMorgan Income ETF shares in Q3 2026, an estimated $975K.
JPMorgan Income ETF made up 1.33% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #22 holding.
LifeGoal Wealth Advisors first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 8 quarters since.
LifeGoal Wealth Advisors's JPMorgan Income ETF position peaked at $6.3M in Q4 2025.
23 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.