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Eudaimonia Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Eudaimonia 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
2024
Q1 		$2.21M Sell
48,565
-4,195
-8% -$191K 1.18% 20
2023
Q4 		$2.41M Buy
52,760
+1,122
+2% +$50.1K 1.56% 13
2023
Q3 		$2.29M Buy
51,638
+1,451
+3% +$65K 1.61% 13
2023
Q2 		$2.27M Sell
50,187
-1,781
-3% -$81.1K 1.52% 14
2023
Q1 		$2.38M Buy
+51,968
New +$2.37M 1.6% 11

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
Bank of America
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
D
Diversified Wilmington, Delaware $911M AUM 31% 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
SC
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

Eudaimonia Advisors's JPIE Position: Q1 2024 in Review

Eudaimonia Advisors reduced its JPMorgan Income ETF (JPIE) stake by 8% in Q1 2024, selling an estimated $191K and leaving 48,565 shares worth $2.21M. The position accounts for 1.18% of the portfolio, ranked #20.

Eudaimonia Advisors first reported a position in JPIE in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.41M in Q4 2023. 178 funds tracked by Wall St. Rank hold JPIE as of Q1 2024.

  • Eudaimonia Advisors held 48,565 shares of JPMorgan Income ETF worth $2.21M as of Q1 2024.
  • Eudaimonia Advisors sold 4,195 JPMorgan Income ETF shares in Q1 2024, an estimated $191K.
  • JPMorgan Income ETF made up 1.18% of Eudaimonia Advisors's portfolio in Q1 2024, its #20 holding.
  • Eudaimonia Advisors first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 5 quarters since.
  • Eudaimonia Advisors's JPMorgan Income ETF position peaked at $2.41M in Q4 2023.
  • 178 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.