Integrity Advisory’s JPMorgan Income ETF JPIE Stock Holding History

Integrity Advisory’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
2022 Q4	$1.11M	Buy	24,702 +11,440	+86%	+$512K	1.02%	21
2022 Q3	$588K	Sell	13,262 -666	-5%	-$30.7K	0.55%	34
2022 Q2	$639K	Buy	13,928 +6,294	+82%	+$296K	0.63%	29
2022 Q1	$366K	Buy	+7,634	New	+$375K	0.36%	51

Other funds holding JPIE

HFS

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

SPWG

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

CAWM

Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return

TFA

TPG Financial Advisors Portland, Oregon $307M AUM 12.5% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

BWP

Bernardo Wealth Planning Harleysville, Pennsylvania $511M AUM 13.04% 1-Year Est. Return

Integrity Advisory's JPIE Position: Q4 2022 in Review

Integrity Advisory increased its JPMorgan Income ETF (JPIE) stake by 86% in Q4 2022, buying an estimated $512K and bringing the position to 24,702 shares worth $1.11M. The position accounts for 1.02% of the portfolio, ranked #21.

Integrity Advisory first reported a position in JPIE in Q1 2022 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold JPIE as of Q4 2022.

Integrity Advisory held 24,702 shares of JPMorgan Income ETF worth $1.11M as of Q4 2022.
Integrity Advisory bought 11,440 JPMorgan Income ETF shares in Q4 2022, an estimated $512K.
JPMorgan Income ETF made up 1.02% of Integrity Advisory's portfolio in Q4 2022, its #21 holding.
Integrity Advisory first reported a position in JPMorgan Income ETF in Q1 2022 and has held it in 4 quarters since.
66 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.