Menard Financial Group’s JPMorgan Income ETF JPIE Stock Holding History

Menard Financial 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 Q2	$659K	Sell	14,311 -2,192	-13%	-$101K	0.36%	51
2026 Q1	$760K	Buy	16,503 +252	+2%	+$11.7K	0.53%	43
2025 Q4	$752K	Sell	16,251 -543	-3%	-$25.2K	0.52%	44
2025 Q3	$779K	Sell	16,794 -44	-0.3%	-$2.04K	0.52%	45
2025 Q2	$780K	Sell	16,838 -260	-2%	-$11.9K	0.46%	47
2025 Q1	$782K	Sell	17,098 -227	-1%	-$10.4K	0.51%	44
2024 Q4	$790K	Sell	17,325 -61	-0.4%	-$2.8K	0.47%	48
2024 Q3	$807K	Sell	17,386 -389	-2%	-$17.8K	0.53%	43
2024 Q2	$808K	Buy	17,775 +1,068	+6%	+$48.3K	0.58%	35
2024 Q1	$761K	Buy	+16,707	New	+$759K	0.64%	35

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Menard Financial Group's JPIE Position: Q2 2026 in Review

Menard Financial Group reduced its JPMorgan Income ETF (JPIE) stake by 13% in Q2 2026, selling an estimated $101K and leaving 14,311 shares worth $659K. The position accounts for 0.36% of the portfolio, ranked #51.

Menard Financial Group first reported a position in JPIE in Q1 2024 and has held it in 10 quarters since. The position peaked at $808K in Q2 2024. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Menard Financial Group held 14,311 shares of JPMorgan Income ETF worth $659K as of Q2 2026.
Menard Financial Group sold 2,192 JPMorgan Income ETF shares in Q2 2026, an estimated $101K.
JPMorgan Income ETF made up 0.36% of Menard Financial Group's portfolio in Q2 2026, its #51 holding.
Menard Financial Group first reported a position in JPMorgan Income ETF in Q1 2024 and has held it in 10 quarters since.
Menard Financial Group's JPMorgan Income ETF position peaked at $808K in Q2 2024.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.