Waterfront Wealth’s JPMorgan Income ETF JPIE Stock Holding History

Waterfront 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	$1.12M	Buy	24,913 +1,180	+5%	+$53.9K	0.18%	154
2026 Q2	$1.09M	Buy	23,733 +1,903	+9%	+$87.6K	0.17%	156
2026 Q1	$1.01M	Buy	21,830 +2,428	+13%	+$112K	0.18%	152
2025 Q4	$900K	Buy	19,402 +803	+4%	+$37.2K	0.17%	161
2025 Q3	$862K	Buy	18,599 +2,749	+17%	+$127K	0.18%	159
2025 Q2	$734K	Sell	15,850 -1,164	-7%	-$53.3K	0.16%	166
2025 Q1	$784K	Buy	17,014 +2,867	+20%	+$132K	0.19%	156
2024 Q4	$645K	Buy	14,147 +126	+0.9%	+$5.78K	0.16%	166
2024 Q3	$643K	Buy	+14,021	New	+$643K	0.16%	169

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

Waterfront Wealth's JPIE Position: Q3 2026 in Review

Waterfront Wealth increased its JPMorgan Income ETF (JPIE) stake by 5% in Q3 2026, buying an estimated $53.9K and bringing the position to 24,913 shares worth $1.12M. The position accounts for 0.18% of the portfolio, ranked #154.

Waterfront Wealth first reported a position in JPIE in Q3 2024 and has held it in 9 quarters since. 309 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

Waterfront Wealth held 24,913 shares of JPMorgan Income ETF worth $1.12M as of Q3 2026.
Waterfront Wealth bought 1,180 JPMorgan Income ETF shares in Q3 2026, an estimated $53.9K.
JPMorgan Income ETF made up 0.18% of Waterfront Wealth's portfolio in Q3 2026, its #154 holding.
Waterfront Wealth first reported a position in JPMorgan Income ETF in Q3 2024 and has held it in 9 quarters since.
309 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.