Cordant Inc’s JPMorgan Income ETF JPIE Stock Holding History

Cordant Inc’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	-27	Closed	-$1.23K	–	108
2023 Q4	$1.23K	Buy	+27	New	+$1.21K	﹤0.01%	121

Other funds holding JPIE

HFS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Cordant Inc's JPIE Position: Q1 2024 in Review

Cordant Inc sold out of JPMorgan Income ETF (JPIE) in Q1 2024, closing a stake of 27 shares — an estimated $1.23K sold.

Cordant Inc first reported a position in JPIE in Q4 2023 and held it in 1 quarter. The position peaked at $1.23K in Q4 2023. 178 funds tracked by Wall St. Rank hold JPIE as of Q1 2024.

Cordant Inc reported no remaining JPMorgan Income ETF position as of Q1 2024 after selling out during the quarter.
Cordant Inc sold 27 JPMorgan Income ETF shares in Q1 2024, an estimated $1.23K.
Cordant Inc first reported a position in JPMorgan Income ETF in Q4 2023 and held it in 1 quarter.
Cordant Inc's JPMorgan Income ETF position peaked at $1.23K in Q4 2023.
178 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2024.

Based on Cordant Inc's 13F filing for Q1 2024, filed 16 Apr 2024.