Wedmont Private Capital’s JPMorgan Income ETF JPIE Stock Holding History

Wedmont Private Capital’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	–	Sell	-11,163	Closed	-$512K	–	1052
2026 Q2	$512K	Buy	11,163 +150	+1%	+$6.9K	0.01%	551
2026 Q1	$507K	Buy	+11,013	New	+$510K	0.02%	490

Other funds holding JPIE

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Wedmont Private Capital's JPIE Position: Q3 2026 in Review

Wedmont Private Capital sold out of JPMorgan Income ETF (JPIE) in Q3 2026, closing a stake of 11,163 shares — an estimated $512K sold.

Wedmont Private Capital first reported a position in JPIE in Q1 2026 and held it in 2 quarters. The position peaked at $512K in Q2 2026. 23 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

Wedmont Private Capital reported no remaining JPMorgan Income ETF position as of Q3 2026 after selling out during the quarter.
Wedmont Private Capital sold 11,163 JPMorgan Income ETF shares in Q3 2026, an estimated $512K.
Wedmont Private Capital first reported a position in JPMorgan Income ETF in Q1 2026 and held it in 2 quarters.
Wedmont Private Capital's JPMorgan Income ETF position peaked at $512K in Q2 2026.
23 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.