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

Putney 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 Q3	$24.5K	Buy	+545	New	+$24.9K	0.02%	187

Other funds holding JPIE

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

Putney Financial Group's JPIE Position: Q3 2026 in Review

Putney Financial Group opened a new position in JPMorgan Income ETF (JPIE) in Q3 2026: 545 shares worth $24.5K. The stake represents 0.02% of the portfolio and ranks #187 among its holdings.

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

Putney Financial Group held 545 shares of JPMorgan Income ETF worth $24.5K as of Q3 2026.
JPMorgan Income ETF was a new Putney Financial Group position in Q3 2026.
JPMorgan Income ETF made up 0.02% of Putney Financial Group's portfolio in Q3 2026, its #187 holding.
481 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Putney Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.