InterOcean Capital Group’s JPMorgan Income ETF JPIE Stock Holding History

InterOcean Capital Group’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	$476K	Buy	+10,440	New	+$474K	0.01%	307

Other funds holding JPIE

HFS

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $864M AUM 21.64% 1-Year Est. Return

Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

InterOcean Capital Group's JPIE Position: Q1 2024 in Review

InterOcean Capital Group opened a new position in JPMorgan Income ETF (JPIE) in Q1 2024: 10,440 shares worth $476K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings.

179 funds tracked by Wall St. Rank hold JPIE as of Q1 2024.

InterOcean Capital Group held 10,440 shares of JPMorgan Income ETF worth $476K as of Q1 2024.
JPMorgan Income ETF was a new InterOcean Capital Group position in Q1 2024.
JPMorgan Income ETF made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #307 holding.
179 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.