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Mendel Capital Management’s JPMorgan Income ETF JPIE Stock Holding History

Mendel Capital 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
Q2 		$476K Buy
10,334
+550
+6% +$25.3K 0.21% 69
2026
Q1 		$451K Buy
+9,784
New +$453K 0.23% 68
2025
Q3 		$231K Buy
+4,987
New +$231K 0.12% 90

Other funds holding JPIE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Mendel Capital Management's JPIE Position: Q2 2026 in Review

Mendel Capital Management increased its JPMorgan Income ETF (JPIE) stake by 5.6% in Q2 2026, buying an estimated $25.3K and bringing the position to 10,334 shares worth $476K. The position accounts for 0.21% of the portfolio, ranked #69.

Mendel Capital Management first reported a position in JPIE in Q3 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Mendel Capital Management held 10,334 shares of JPMorgan Income ETF worth $476K as of Q2 2026.
  • Mendel Capital Management bought 550 JPMorgan Income ETF shares in Q2 2026, an estimated $25.3K.
  • JPMorgan Income ETF made up 0.21% of Mendel Capital Management's portfolio in Q2 2026, its #69 holding.
  • Mendel Capital Management first reported a position in JPMorgan Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.