Valmark Advisers’s JPMorgan Income ETF JPIE Stock Holding History

Valmark Advisers’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	$256K	Buy	+5,711	New	+$261K	﹤0.01%	688

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

Valmark Advisers's JPIE Position: Q3 2026 in Review

Valmark Advisers opened a new position in JPMorgan Income ETF (JPIE) in Q3 2026: 5,711 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #688 among its holdings.

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

Valmark Advisers held 5,711 shares of JPMorgan Income ETF worth $256K as of Q3 2026.
JPMorgan Income ETF was a new Valmark Advisers position in Q3 2026.
JPMorgan Income ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q3 2026, its #688 holding.
309 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.