McAdam LLC’s JPMorgan Income ETF JPIE Stock Holding History

McAdam LLC’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	$339K	Buy	+7,560	New	+$345K	0.01%	360

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 15.9% 1-Year Est. Return

WWMSC

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

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

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

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

Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return

McAdam LLC's JPIE Position: Q3 2026 in Review

McAdam LLC opened a new position in JPMorgan Income ETF (JPIE) in Q3 2026: 7,560 shares worth $339K. The stake represents 0.01% of the portfolio and ranks #360 among its holdings.

188 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

McAdam LLC held 7,560 shares of JPMorgan Income ETF worth $339K as of Q3 2026.
JPMorgan Income ETF was a new McAdam LLC position in Q3 2026.
JPMorgan Income ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #360 holding.
188 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.