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Arete Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Arete Wealth Advisors’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
Q1 		– Sell
-5,564
Closed -$254K – 561
2023
Q4 		$254K Buy
5,564
+225
+4% +$10K 0.02% 594
2023
Q3 		$237K Buy
+5,339
New +$239K 0.04% 399

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return

Arete Wealth Advisors's JPIE Position: Q1 2024 in Review

Arete Wealth Advisors sold out of JPMorgan Income ETF (JPIE) in Q1 2024, closing a stake of 5,564 shares — an estimated $254K sold.

Arete Wealth Advisors first reported a position in JPIE in Q3 2023 and held it in 2 quarters. The position peaked at $254K in Q4 2023. 178 funds tracked by Wall St. Rank hold JPIE as of Q1 2024.

  • Arete Wealth Advisors reported no remaining JPMorgan Income ETF position as of Q1 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,564 JPMorgan Income ETF shares in Q1 2024, an estimated $254K.
  • Arete Wealth Advisors first reported a position in JPMorgan Income ETF in Q3 2023 and held it in 2 quarters.
  • Arete Wealth Advisors's JPMorgan Income ETF position peaked at $254K in Q4 2023.
  • 178 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.