Whitaker-Myers Wealth Managers’s JPMorgan Income ETF JPIE Stock Holding History

Whitaker-Myers Wealth Managers’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	$18.2M	Buy	+405,276	New	+$18.5M	2.96%	14

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

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

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Whitaker-Myers Wealth Managers's JPIE Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers opened a new position in JPMorgan Income ETF (JPIE) in Q3 2026: 405,276 shares worth $18.2M. The stake represents 2.96% of the portfolio and ranks #14 among its holdings.

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

Whitaker-Myers Wealth Managers held 405,276 shares of JPMorgan Income ETF worth $18.2M as of Q3 2026.
JPMorgan Income ETF was a new Whitaker-Myers Wealth Managers position in Q3 2026.
JPMorgan Income ETF made up 2.96% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #14 holding.
23 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.