Mayfair Advisory Group’s JPMorgan Income ETF JPIE Stock Holding History

Mayfair Advisory Group’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 Q1	$435K	Sell	9,446 -560	-6%	-$25.9K	0.15%	108
2025 Q4	$463K	Buy	10,006 +300	+3%	+$13.9K	0.18%	96
2025 Q3	$450K	Buy	9,706 +100	+1%	+$4.63K	0.19%	94
2025 Q2	$444K	Buy	9,606 +1,300	+16%	+$59.6K	0.21%	88
2025 Q1	$383K	Hold	8,306	–	–	0.22%	88
2024 Q4	$379K	Sell	8,306 -3,186	-28%	-$146K	0.22%	88
2024 Q3	$529K	Hold	11,492	–	–	0.33%	57
2024 Q2	$524K	Hold	11,492	–	–	0.35%	52
2024 Q1	$524K	Buy	11,492 +1,234	+12%	+$56.1K	0.38%	53
2023 Q4	$466K	Buy	10,258 +3,131	+44%	+$140K	0.4%	57
2023 Q3	$315K	Buy	7,127 +1,374	+24%	+$61.5K	0.3%	75
2023 Q2	$257K	Buy	5,753 +430	+8%	+$19.6K	0.26%	90
2023 Q1	$243K	Buy	+5,323	New	+$243K	0.26%	95

Other funds holding JPIE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mayfair Advisory Group's JPIE Position: Q1 2026 in Review

Mayfair Advisory Group reduced its JPMorgan Income ETF (JPIE) stake by 5.6% in Q1 2026, selling an estimated $25.9K and leaving 9,446 shares worth $435K. The position accounts for 0.15% of the portfolio, ranked #108.

Mayfair Advisory Group first reported a position in JPIE in Q1 2023 and has held it in 13 quarters since. The position peaked at $529K in Q3 2024. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

Mayfair Advisory Group held 9,446 shares of JPMorgan Income ETF worth $435K as of Q1 2026.
Mayfair Advisory Group sold 560 JPMorgan Income ETF shares in Q1 2026, an estimated $25.9K.
JPMorgan Income ETF made up 0.15% of Mayfair Advisory Group's portfolio in Q1 2026, its #108 holding.
Mayfair Advisory Group first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 13 quarters since.
Mayfair Advisory Group's JPMorgan Income ETF position peaked at $529K in Q3 2024.
445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.