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Alliance Wealth Advisors (Pennsylvania)’s JPMorgan Income ETF JPIE Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
2023
Q4 		– Sell
-8,175
Closed -$363K – 133
2023
Q3 		$363K Buy
8,175
+5
+0.1% +$224 0.26% 77
2023
Q2 		$369K Buy
+8,170
New +$372K 0.26% 78

Other funds holding JPIE

HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
TFA
TPG Financial Advisors Portland, Oregon $307M AUM 12.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s JPIE Position: Q4 2023 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of JPMorgan Income ETF (JPIE) in Q4 2023, closing a stake of 8,175 shares — an estimated $363K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in JPIE in Q2 2023 and held it in 2 quarters. The position peaked at $369K in Q2 2023. 165 funds tracked by Wall St. Rank hold JPIE as of Q4 2023.

  • Alliance Wealth Advisors (Pennsylvania) reported no remaining JPMorgan Income ETF position as of Q4 2023 after selling out during the quarter.
  • Alliance Wealth Advisors (Pennsylvania) sold 8,175 JPMorgan Income ETF shares in Q4 2023, an estimated $363K.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in JPMorgan Income ETF in Q2 2023 and held it in 2 quarters.
  • Alliance Wealth Advisors (Pennsylvania)'s JPMorgan Income ETF position peaked at $369K in Q2 2023.
  • 165 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2023.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2023, filed 10 Jan 2024.