Eudaimonia Partners’s JPMorgan Income ETF JPIE Stock Holding History

Eudaimonia Partners’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	$2.25M	Sell	49,484 -17,620	-26%	-$801K	0.54%	37
2023 Q4	$3.06M	Buy	67,104 +11,317	+20%	+$505K	0.8%	27
2023 Q3	$2.48M	Buy	55,787 +544	+1%	+$24.4K	0.6%	35
2023 Q2	$2.5M	Buy	55,243 +16,154	+41%	+$735K	0.56%	37
2023 Q1	$1.79M	Buy	+39,089	New	+$1.78M	0.43%	49

Other funds holding JPIE

HFS

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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 Partners's JPIE Position: Q1 2024 in Review

Eudaimonia Partners reduced its JPMorgan Income ETF (JPIE) stake by 26% in Q1 2024, selling an estimated $801K and leaving 49,484 shares worth $2.25M. The position accounts for 0.54% of the portfolio, ranked #37.

Eudaimonia Partners first reported a position in JPIE in Q1 2023 and has held it in 5 quarters since. The position peaked at $3.06M in Q4 2023. 178 funds tracked by Wall St. Rank hold JPIE as of Q1 2024.

Eudaimonia Partners held 49,484 shares of JPMorgan Income ETF worth $2.25M as of Q1 2024.
Eudaimonia Partners sold 17,620 JPMorgan Income ETF shares in Q1 2024, an estimated $801K.
JPMorgan Income ETF made up 0.54% of Eudaimonia Partners's portfolio in Q1 2024, its #37 holding.
Eudaimonia Partners first reported a position in JPMorgan Income ETF in Q1 2023 and has held it in 5 quarters since.
Eudaimonia Partners's JPMorgan Income ETF position peaked at $3.06M in Q4 2023.
178 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2024.

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