DAS
JPIE icon

Diversify Advisory Services’s JPMorgan Income ETF JPIE Stock Holding History

Diversify Advisory 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
Q4 		– Sell
-13,976
Closed -$643K – 664
2024
Q3 		$643K Buy
13,976
+1
+0% +$46 0.03% 336
2024
Q2 		$635K Buy
+13,975
New +$632K 0.03% 331

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Diversify Advisory Services's JPIE Position: Q4 2024 in Review

Diversify Advisory Services sold out of JPMorgan Income ETF (JPIE) in Q4 2024, closing a stake of 13,976 shares — an estimated $643K sold.

Diversify Advisory Services first reported a position in JPIE in Q2 2024 and held it in 2 quarters. The position peaked at $643K in Q3 2024. 266 funds tracked by Wall St. Rank hold JPIE as of Q4 2024.

  • Diversify Advisory Services reported no remaining JPMorgan Income ETF position as of Q4 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 13,976 JPMorgan Income ETF shares in Q4 2024, an estimated $643K.
  • Diversify Advisory Services first reported a position in JPMorgan Income ETF in Q2 2024 and held it in 2 quarters.
  • Diversify Advisory Services's JPMorgan Income ETF position peaked at $643K in Q3 2024.
  • 266 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2024.

Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.