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Insight Wealth Partners’s JPMorgan Income ETF JPIE Stock Holding History

Insight Wealth 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
Q4 		– Sell
-4,504
Closed -$209K – 98
2024
Q3 		$209K Buy
4,504
+33
+0.7% +$1.51K 0.04% 95
2024
Q2 		$203K Buy
+4,471
New +$202K 0.04% 90

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Insight Wealth Partners's JPIE Position: Q4 2024 in Review

Insight Wealth Partners sold out of JPMorgan Income ETF (JPIE) in Q4 2024, closing a stake of 4,504 shares — an estimated $209K sold.

Insight Wealth Partners first reported a position in JPIE in Q2 2024 and held it in 2 quarters. The position peaked at $209K in Q3 2024. 266 funds tracked by Wall St. Rank hold JPIE as of Q4 2024.

  • Insight Wealth Partners reported no remaining JPMorgan Income ETF position as of Q4 2024 after selling out during the quarter.
  • Insight Wealth Partners sold 4,504 JPMorgan Income ETF shares in Q4 2024, an estimated $209K.
  • Insight Wealth Partners first reported a position in JPMorgan Income ETF in Q2 2024 and held it in 2 quarters.
  • Insight Wealth Partners's JPMorgan Income ETF position peaked at $209K in Q3 2024.
  • 266 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2024.

Based on Insight Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.