Family Asset Management’s JPMorgan Income ETF JPIE Stock Holding History

Family Asset Management’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	$2.51M	Buy	54,086 +10,345	+24%	+$475K	1.51%	17
2024 Q2	$1.99M	Sell	43,741 -137,891	-76%	-$6.23M	1.28%	17
2024 Q1	$8.28M	Buy	181,632 +1,675	+0.9%	+$76.1K	5.17%	3
2023 Q4	$8.21M	Sell	179,957 -15,237	-8%	-$680K	5.48%	3
2023 Q3	$8.67M	Sell	195,194 -69,790	-26%	-$3.13M	6.39%	2
2023 Q2	$12M	Buy	264,984 +264,971	+2,038,238%	+$12.1M	8.09%	2
2023 Q1	$595	Sell	13 -73	-85%	-$3.33K	﹤0.01%	172
2022 Q4	$3.88K	Buy	+86	New	+$3.85K	﹤0.01%	147

Other funds holding JPIE

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Family Asset Management's JPIE Position: Q3 2024 in Review

Family Asset Management increased its JPMorgan Income ETF (JPIE) stake by 24% in Q3 2024, buying an estimated $475K and bringing the position to 54,086 shares worth $2.51M. The position accounts for 1.51% of the portfolio, ranked #17.

Family Asset Management first reported a position in JPIE in Q4 2022 and has held it in 8 quarters since. The position peaked at $12M in Q2 2023. 229 funds tracked by Wall St. Rank hold JPIE as of Q3 2024.

Family Asset Management held 54,086 shares of JPMorgan Income ETF worth $2.51M as of Q3 2024.
Family Asset Management bought 10,345 JPMorgan Income ETF shares in Q3 2024, an estimated $475K.
JPMorgan Income ETF made up 1.51% of Family Asset Management's portfolio in Q3 2024, its #17 holding.
Family Asset Management first reported a position in JPMorgan Income ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's JPMorgan Income ETF position peaked at $12M in Q2 2023.
229 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.