Winebrenner Capital Management’s JPMorgan Income ETF JPIE Stock Holding History

Winebrenner Capital Management’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	$10.2M	Sell	227,521 -3,886	-2%	-$177K	6.57%	1
2026 Q2	$10.7M	Buy	231,407 +10,614	+5%	+$488K	6.49%	1
2026 Q1	$10.2M	Buy	220,793 +56,140	+34%	+$2.6M	6.53%	1
2025 Q4	$7.62M	Buy	164,653 +62,213	+61%	+$2.88M	5.08%	1
2025 Q3	$4.75M	Buy	102,440 +33,908	+49%	+$1.57M	3.42%	6
2025 Q2	$3.17M	Buy	68,532 +52,006	+315%	+$2.38M	2.56%	8
2025 Q1	$761K	Buy	+16,526	New	+$758K	0.69%	48

Other funds holding JPIE

LFG

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

CAWM

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

PWA

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

WMWM

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

FFA

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

CCA

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

OMC

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

MGI

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

LWA

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

Winebrenner Capital Management's JPIE Position: Q3 2026 in Review

Winebrenner Capital Management reduced its JPMorgan Income ETF (JPIE) stake by 1.7% in Q3 2026, selling an estimated $177K and leaving 227,521 shares worth $10.2M. The position accounts for 6.57% of the portfolio, ranked #1.

Winebrenner Capital Management first reported a position in JPIE in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.7M in Q2 2026. 23 funds tracked by Wall St. Rank hold JPIE as of Q3 2026.

Winebrenner Capital Management held 227,521 shares of JPMorgan Income ETF worth $10.2M as of Q3 2026.
Winebrenner Capital Management sold 3,886 JPMorgan Income ETF shares in Q3 2026, an estimated $177K.
JPMorgan Income ETF made up 6.57% of Winebrenner Capital Management's portfolio in Q3 2026, its #1 holding.
Winebrenner Capital Management first reported a position in JPMorgan Income ETF in Q1 2025 and has held it in 7 quarters since.
Winebrenner Capital Management's JPMorgan Income ETF position peaked at $10.7M in Q2 2026.
23 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2026.

Based on Winebrenner Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.