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Benjamin F. Edwards & Company’s JPMorgan Income ETF JPIE Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$5K Hold
100
– – ﹤0.01% 1875
2024
Q1 		$5K Hold
100
– – ﹤0.01% 1866
2023
Q4 		$5K Hold
100
– – ﹤0.01% 1846
2023
Q3 		$4K Buy
+100
New +$4.48K ﹤0.01% 1603

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 $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $864M AUM 21.64% 1-Year Est. Return

Benjamin F. Edwards & Company's JPIE Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its JPMorgan Income ETF (JPIE) position steady in Q2 2024 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Benjamin F. Edwards & Company first reported a position in JPIE in Q3 2023 and has held it in 4 quarters since. 198 funds tracked by Wall St. Rank hold JPIE as of Q2 2024.

  • Benjamin F. Edwards & Company held 100 shares of JPMorgan Income ETF worth $5K as of Q2 2024.
  • Benjamin F. Edwards & Company left its JPMorgan Income ETF share count unchanged in Q2 2024.
  • JPMorgan Income ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1875 holding.
  • Benjamin F. Edwards & Company first reported a position in JPMorgan Income ETF in Q3 2023 and has held it in 4 quarters since.
  • 198 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.