Cetera Advisor Networks’s JPMorgan Income ETF JPIE Stock Holding History

Cetera Advisor Networks’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	$1.29M	Buy	28,274 +14,526	+106%	+$660K	0.01%	1294
2023 Q4	$627K	Buy	13,748 +2,030	+17%	+$90.6K	﹤0.01%	1696
2023 Q3	$520K	Buy	11,718 +6,751	+136%	+$302K	﹤0.01%	1730
2023 Q2	$225K	Buy	+4,967	New	+$226K	﹤0.01%	2277

Other funds holding JPIE

HFS

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

CAWM

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

Cetera Advisor Networks's JPIE Position: Q1 2024 in Review

Cetera Advisor Networks increased its JPMorgan Income ETF (JPIE) stake by 106% in Q1 2024, buying an estimated $660K and bringing the position to 28,274 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1294.

Cetera Advisor Networks first reported a position in JPIE in Q2 2023 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold JPIE as of Q1 2024.

Cetera Advisor Networks held 28,274 shares of JPMorgan Income ETF worth $1.29M as of Q1 2024.
Cetera Advisor Networks bought 14,526 JPMorgan Income ETF shares in Q1 2024, an estimated $660K.
JPMorgan Income ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1294 holding.
Cetera Advisor Networks first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 4 quarters since.
179 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.