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Annapolis Financial Services’s JPMorgan Income ETF JPIE Stock Holding History

Annapolis Financial Services’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
2024
Q3 		$1.24M Buy
26,667
+6,160
+30% +$283K 0.37% 49
2024
Q2 		$932K Buy
+20,507
New +$927K 0.3% 53

Other funds holding JPIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Annapolis Financial Services's JPIE Position: Q3 2024 in Review

Annapolis Financial Services increased its JPMorgan Income ETF (JPIE) stake by 30% in Q3 2024, buying an estimated $283K and bringing the position to 26,667 shares worth $1.24M. The position accounts for 0.37% of the portfolio, ranked #49.

Annapolis Financial Services first reported a position in JPIE in Q2 2024 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold JPIE as of Q3 2024.

  • Annapolis Financial Services held 26,667 shares of JPMorgan Income ETF worth $1.24M as of Q3 2024.
  • Annapolis Financial Services bought 6,160 JPMorgan Income ETF shares in Q3 2024, an estimated $283K.
  • JPMorgan Income ETF made up 0.37% of Annapolis Financial Services's portfolio in Q3 2024, its #49 holding.
  • Annapolis Financial Services first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.