G&S Capital’s JPMorgan Income ETF JPIE Stock Holding History

G&S Capital’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	–	Sell	-4,487	Closed	-$205K	–	128
2023 Q4	$205K	Buy	+4,487	New	+$200K	0.1%	113

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

G&S Capital's JPIE Position: Q1 2024 in Review

G&S Capital sold out of JPMorgan Income ETF (JPIE) in Q1 2024, closing a stake of 4,487 shares — an estimated $205K sold.

G&S Capital first reported a position in JPIE in Q4 2023 and held it in 1 quarter. The position peaked at $205K in Q4 2023. 178 funds tracked by Wall St. Rank hold JPIE as of Q1 2024.

G&S Capital reported no remaining JPMorgan Income ETF position as of Q1 2024 after selling out during the quarter.
G&S Capital sold 4,487 JPMorgan Income ETF shares in Q1 2024, an estimated $205K.
G&S Capital first reported a position in JPMorgan Income ETF in Q4 2023 and held it in 1 quarter.
G&S Capital's JPMorgan Income ETF position peaked at $205K in Q4 2023.
178 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2024.

Based on G&S Capital's 13F filing for Q1 2024, filed 15 Apr 2024.