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First Horizon Advisors’s JPMorgan Income ETF JPIE Stock Holding History

First Horizon 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
Q3 		– Sell
-8
Closed -$364 – 2359
2024
Q2 		$364 Buy
+8
New +$362 ﹤0.01% 2229

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 $20.7B AUM 19.76% 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
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

First Horizon Advisors's JPIE Position: Q3 2024 in Review

First Horizon Advisors sold out of JPMorgan Income ETF (JPIE) in Q3 2024, closing a stake of 8 shares — an estimated $364 sold.

First Horizon Advisors first reported a position in JPIE in Q2 2024 and held it in 1 quarter. The position peaked at $364 in Q2 2024. 229 funds tracked by Wall St. Rank hold JPIE as of Q3 2024.

  • First Horizon Advisors reported no remaining JPMorgan Income ETF position as of Q3 2024 after selling out during the quarter.
  • First Horizon Advisors sold 8 JPMorgan Income ETF shares in Q3 2024, an estimated $364.
  • First Horizon Advisors first reported a position in JPMorgan Income ETF in Q2 2024 and held it in 1 quarter.
  • First Horizon Advisors's JPMorgan Income ETF position peaked at $364 in Q2 2024.
  • 229 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2024.

Based on First Horizon Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.