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 Q3	$463K	Buy	10,306 +860	+9%	+$39.3K	0.13%	109
2026 Q2	$433K	Hold	9,446	–	–	0.13%	118
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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

Williams Financial North Bennington, Vermont $197M AUM 7.58% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

D'Orazio & Associates Falls Church, Virginia $902M AUM 15.38% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mayfair Advisory Group's JPIE Position: Q3 2026 in Review

Mayfair Advisory Group increased its JPMorgan Income ETF (JPIE) stake by 9.1% in Q3 2026, buying an estimated $39.3K and bringing the position to 10,306 shares worth $463K. The position accounts for 0.13% of the portfolio, ranked #109.

Mayfair Advisory Group first reported a position in JPIE in Q1 2023 and has held it in 15 quarters since. The position peaked at $529K in Q3 2024. 366 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

Mayfair Advisory Group held 10,306 shares of JPMorgan Income ETF worth $463K as of Q3 2026.
Mayfair Advisory Group bought 860 JPMorgan Income ETF shares in Q3 2026, an estimated $39.3K.
JPMorgan Income ETF made up 0.13% of Mayfair Advisory Group's portfolio in Q3 2026, its #109 holding.
Mayfair Advisory Group first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 15 quarters since.
Mayfair Advisory Group's JPMorgan Income ETF position peaked at $529K in Q3 2024.
366 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.