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Diversified’s JPMorgan Income ETF JPIE Stock Holding History

Diversified’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
Q3 		$28.8M Buy
620,213
+19,036
+3% +$873K 3.16% 8
2024
Q2 		$27.3M Buy
601,177
+21,215
+4% +$959K 3.21% 8
2024
Q1 		$26.4M Buy
579,962
+194,911
+51% +$8.86M 3.63% 8
2023
Q4 		$17.6M Buy
385,051
+13,072
+4% +$583K 3.8% 7
2023
Q3 		$16.5M Buy
371,979
+18,524
+5% +$830K 4.28% 7
2023
Q2 		$16M Buy
+353,455
New +$16.1M 4.07% 7

Other funds holding JPIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $51.6B AUM 27.34% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Diversified's JPIE Position: Q3 2024 in Review

Diversified increased its JPMorgan Income ETF (JPIE) stake by 3.2% in Q3 2024, buying an estimated $873K and bringing the position to 620,213 shares worth $28.8M. The position accounts for 3.16% of the portfolio, ranked #8.

Diversified first reported a position in JPIE in Q2 2023 and has held it in 6 quarters since. 229 funds tracked by Wall St. Rank hold JPIE as of Q3 2024.

  • Diversified held 620,213 shares of JPMorgan Income ETF worth $28.8M as of Q3 2024.
  • Diversified bought 19,036 JPMorgan Income ETF shares in Q3 2024, an estimated $873K.
  • JPMorgan Income ETF made up 3.16% of Diversified's portfolio in Q3 2024, its #8 holding.
  • Diversified first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 6 quarters since.
  • 229 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.