M.E. Allison & Co’s JPMorgan Income ETF JPIE Stock Holding History

M.E. Allison & Co’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	$792K	Buy	17,640 +1,227	+7%	+$56K	0.44%	62
2026 Q2	$756K	Buy	16,413 +764	+5%	+$35.2K	0.44%	65
2026 Q1	$721K	Buy	15,649 +2,580	+20%	+$119K	0.48%	61
2025 Q4	$605K	Sell	13,069 -58	-0.4%	-$2.69K	0.41%	67
2025 Q3	$609K	Buy	13,127 +118	+0.9%	+$5.46K	0.42%	63
2025 Q2	$603K	Buy	13,009 +6,320	+94%	+$290K	0.48%	56
2025 Q1	$308K	Buy	+6,689	New	+$307K	0.3%	98

Other funds holding JPIE

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

Williams Financial North Bennington, Vermont $197M AUM 7.58% 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

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

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

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

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

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

M.E. Allison & Co's JPIE Position: Q3 2026 in Review

M.E. Allison & Co increased its JPMorgan Income ETF (JPIE) stake by 7.5% in Q3 2026, buying an estimated $56K and bringing the position to 17,640 shares worth $792K. The position accounts for 0.44% of the portfolio, ranked #62.

M.E. Allison & Co first reported a position in JPIE in Q1 2025 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

M.E. Allison & Co held 17,640 shares of JPMorgan Income ETF worth $792K as of Q3 2026.
M.E. Allison & Co bought 1,227 JPMorgan Income ETF shares in Q3 2026, an estimated $56K.
JPMorgan Income ETF made up 0.44% of M.E. Allison & Co's portfolio in Q3 2026, its #62 holding.
M.E. Allison & Co first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 7 quarters since.
120 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.