Opal Wealth Advisors
JPIE icon

Opal Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Opal Wealth Advisors’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 		$2.9M Buy
64,656
+6,245
+11% +$285K 0.61% 22
2026
Q2 		$2.69M Buy
58,411
+4,607
+9% +$212K 0.58% 22
2026
Q1 		$2.48M Buy
53,804
+2,689
+5% +$124K 0.56% 23
2025
Q4 		$2.37M Sell
51,115
-155
-0.3% -$7.18K 0.62% 25
2025
Q3 		$2.38M Buy
51,270
+2,837
+6% +$131K 0.66% 23
2025
Q2 		$2.24M Buy
+48,433
New +$2.22M 0.62% 21

Other funds holding JPIE

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Southern Financial Group
Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return
Cary Street Partners
Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return
Hilton Capital Management
Hilton Capital Management Garden City, New York $1.47B AUM 11.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Opal Wealth Advisors's JPIE Position: Q3 2026 in Review

Opal Wealth Advisors increased its JPMorgan Income ETF (JPIE) stake by 11% in Q3 2026, buying an estimated $285K and bringing the position to 64,656 shares worth $2.9M. The position accounts for 0.61% of the portfolio, ranked #22.

Opal Wealth Advisors first reported a position in JPIE in Q2 2025 and has held it in 6 quarters since. 429 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

  • Opal Wealth Advisors held 64,656 shares of JPMorgan Income ETF worth $2.9M as of Q3 2026.
  • Opal Wealth Advisors bought 6,245 JPMorgan Income ETF shares in Q3 2026, an estimated $285K.
  • JPMorgan Income ETF made up 0.61% of Opal Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • Opal Wealth Advisors first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 6 quarters since.
  • 429 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.