McCarthy Asset Management
JPIE icon

McCarthy Asset Management’s JPMorgan Income ETF JPIE Stock Holding History

McCarthy Asset Management’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 		$7.79M Buy
173,493
+1,696
+1% +$77.5K 3.72% 10
2026
Q2 		$7.91M Buy
+171,797
New +$7.91M 3.75% 11
2025
Q4 		$8.25M Buy
+178,275
New +$8.26M 4.31% 10

Other funds holding JPIE

Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Southern Financial Group
Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $197M AUM 7.58% 1-Year Est. Return
Enclave Advisors
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
D'Orazio & Associates Falls Church, Virginia $902M AUM 15.38% 1-Year Est. Return
Leverty Financial Group
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

McCarthy Asset Management's JPIE Position: Q3 2026 in Review

McCarthy Asset Management increased its JPMorgan Income ETF (JPIE) stake by 0.99% in Q3 2026, buying an estimated $77.5K and bringing the position to 173,493 shares worth $7.79M. The position accounts for 3.72% of the portfolio, ranked #10.

McCarthy Asset Management first reported a position in JPIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.25M in Q4 2025. 297 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

  • McCarthy Asset Management held 173,493 shares of JPMorgan Income ETF worth $7.79M as of Q3 2026.
  • McCarthy Asset Management bought 1,696 JPMorgan Income ETF shares in Q3 2026, an estimated $77.5K.
  • JPMorgan Income ETF made up 3.72% of McCarthy Asset Management's portfolio in Q3 2026, its #10 holding.
  • McCarthy Asset Management first reported a position in JPMorgan Income ETF in Q4 2025 and has held it in 3 quarters since.
  • McCarthy Asset Management's JPMorgan Income ETF position peaked at $8.25M in Q4 2025.
  • 297 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on McCarthy Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.