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Overbrook Management Corp’s JPMorgan Income ETF JPIE Stock Holding History

Overbrook Management Corp’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 		$5.85M Buy
130,215
+3,955
+3% +$181K 0.91% 24
2026
Q2 		$5.81M Buy
+126,260
New +$5.81M 0.88% 29

Other funds holding JPIE

LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Overbrook Management Corp's JPIE Position: Q3 2026 in Review

Overbrook Management Corp increased its JPMorgan Income ETF (JPIE) stake by 3.1% in Q3 2026, buying an estimated $181K and bringing the position to 130,215 shares worth $5.85M. The position accounts for 0.91% of the portfolio, ranked #24.

Overbrook Management Corp first reported a position in JPIE in Q2 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

  • Overbrook Management Corp held 130,215 shares of JPMorgan Income ETF worth $5.85M as of Q3 2026.
  • Overbrook Management Corp bought 3,955 JPMorgan Income ETF shares in Q3 2026, an estimated $181K.
  • JPMorgan Income ETF made up 0.91% of Overbrook Management Corp's portfolio in Q3 2026, its #24 holding.
  • Overbrook Management Corp first reported a position in JPMorgan Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Overbrook Management Corp's 13F filing for Q3 2026, filed 8 Oct 2026.