55I LLC’s JPMorgan Income ETF JPIE Stock Holding History

55I LLC’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
2022 Q2	–	Sell	-14,405	Closed	-$691K	–	624
2022 Q1	$691K	Buy	+14,405	New	+$707K	0.02%	311

Other funds holding JPIE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

55I LLC's JPIE Position: Q2 2022 in Review

55I LLC sold out of JPMorgan Income ETF (JPIE) in Q2 2022, closing a stake of 14,405 shares — an estimated $691K sold.

55I LLC first reported a position in JPIE in Q1 2022 and held it in 1 quarter. The position peaked at $691K in Q1 2022. 31 funds tracked by Wall St. Rank hold JPIE as of Q2 2022.

55I LLC reported no remaining JPMorgan Income ETF position as of Q2 2022 after selling out during the quarter.
55I LLC sold 14,405 JPMorgan Income ETF shares in Q2 2022, an estimated $691K.
55I LLC first reported a position in JPMorgan Income ETF in Q1 2022 and held it in 1 quarter.
55I LLC's JPMorgan Income ETF position peaked at $691K in Q1 2022.
31 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2022.

Based on 55I LLC's 13F filing for Q2 2022, filed 12 Aug 2022.