CFS
JPIE icon

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

CGC 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
Q1 		– Sell
-19,019
Closed -$867K – 372
2023
Q4 		$867K Buy
+19,019
New +$849K 0.4% 22

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

CGC Financial Services's JPIE Position: Q1 2024 in Review

CGC Financial Services sold out of JPMorgan Income ETF (JPIE) in Q1 2024, closing a stake of 19,019 shares — an estimated $867K sold.

CGC Financial Services first reported a position in JPIE in Q4 2023 and held it in 1 quarter. The position peaked at $867K in Q4 2023. 178 funds tracked by Wall St. Rank hold JPIE as of Q1 2024.

  • CGC Financial Services reported no remaining JPMorgan Income ETF position as of Q1 2024 after selling out during the quarter.
  • CGC Financial Services sold 19,019 JPMorgan Income ETF shares in Q1 2024, an estimated $867K.
  • CGC Financial Services first reported a position in JPMorgan Income ETF in Q4 2023 and held it in 1 quarter.
  • CGC Financial Services's JPMorgan Income ETF position peaked at $867K in Q4 2023.
  • 178 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2024.

Based on CGC Financial Services's 13F filing for Q1 2024, filed 23 Apr 2024.