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Detalus Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Detalus 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
2022
Q3 		– Sell
-7,465
Closed -$342K – 130
2022
Q2 		$342K Buy
+7,465
New +$351K 0.2% 81

Other funds holding JPIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TFA
TPG Financial Advisors Portland, Oregon $307M AUM 12.5% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.06B AUM 26.05% 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

Detalus Advisors's JPIE Position: Q3 2022 in Review

Detalus Advisors sold out of JPMorgan Income ETF (JPIE) in Q3 2022, closing a stake of 7,465 shares — an estimated $342K sold.

Detalus Advisors first reported a position in JPIE in Q2 2022 and held it in 1 quarter. The position peaked at $342K in Q2 2022. 36 funds tracked by Wall St. Rank hold JPIE as of Q3 2022.

  • Detalus Advisors reported no remaining JPMorgan Income ETF position as of Q3 2022 after selling out during the quarter.
  • Detalus Advisors sold 7,465 JPMorgan Income ETF shares in Q3 2022, an estimated $342K.
  • Detalus Advisors first reported a position in JPMorgan Income ETF in Q2 2022 and held it in 1 quarter.
  • Detalus Advisors's JPMorgan Income ETF position peaked at $342K in Q2 2022.
  • 36 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2022.

Based on Detalus Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.