DI
JPIE icon

DFPG Investments’s JPMorgan Income ETF JPIE Stock Holding History

DFPG Investments’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
2023
Q4 		$603K Buy
13,310
+2,930
+28% +$131K 0.05% 350
2023
Q3 		$458K Buy
+10,380
New +$465K 0.04% 368

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
TFA
TPG Financial Advisors Portland, Oregon $307M AUM 12.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

DFPG Investments's JPIE Position: Q4 2023 in Review

DFPG Investments increased its JPMorgan Income ETF (JPIE) stake by 28% in Q4 2023, buying an estimated $131K and bringing the position to 13,310 shares worth $603K. The position accounts for 0.05% of the portfolio, ranked #350.

DFPG Investments first reported a position in JPIE in Q3 2023 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold JPIE as of Q4 2023.

  • DFPG Investments held 13,310 shares of JPMorgan Income ETF worth $603K as of Q4 2023.
  • DFPG Investments bought 2,930 JPMorgan Income ETF shares in Q4 2023, an estimated $131K.
  • JPMorgan Income ETF made up 0.05% of DFPG Investments's portfolio in Q4 2023, its #350 holding.
  • DFPG Investments first reported a position in JPMorgan Income ETF in Q3 2023 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.