Optas LLC’s JPMorgan Income ETF JPIE Stock Holding History

Optas 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	$550K	Buy	+12,251	New	+$560K	0.08%	155

Other funds holding JPIE

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 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

D'Orazio & Associates Falls Church, Virginia $902M AUM 15.38% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Optas LLC's JPIE Position: Q3 2026 in Review

Optas LLC opened a new position in JPMorgan Income ETF (JPIE) in Q3 2026: 12,251 shares worth $550K. The stake represents 0.08% of the portfolio and ranks #155 among its holdings.

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

Optas LLC held 12,251 shares of JPMorgan Income ETF worth $550K as of Q3 2026.
JPMorgan Income ETF was a new Optas LLC position in Q3 2026.
JPMorgan Income ETF made up 0.08% of Optas LLC's portfolio in Q3 2026, its #155 holding.
348 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Optas LLC's 13F filing for Q3 2026, filed 9 Nov 2026.