Unique Wealth
JPIE icon

Unique Wealth’s JPMorgan Income ETF JPIE Stock Holding History

Unique Wealth’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 		$243K Buy
5,403
+915
+20% +$41.8K 0.03% 197
2026
Q2 		$207K Buy
+4,488
New +$207K 0.02% 199

Other funds holding JPIE

Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $197M AUM 7.58% 1-Year Est. Return
Enclave Advisors
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
Leverty Financial Group
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Unique Wealth's JPIE Position: Q3 2026 in Review

Unique Wealth increased its JPMorgan Income ETF (JPIE) stake by 20% in Q3 2026, buying an estimated $41.8K and bringing the position to 5,403 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #197.

Unique Wealth first reported a position in JPIE in Q2 2026 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

  • Unique Wealth held 5,403 shares of JPMorgan Income ETF worth $243K as of Q3 2026.
  • Unique Wealth bought 915 JPMorgan Income ETF shares in Q3 2026, an estimated $41.8K.
  • JPMorgan Income ETF made up 0.03% of Unique Wealth's portfolio in Q3 2026, its #197 holding.
  • Unique Wealth first reported a position in JPMorgan Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 221 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

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