Kistler-Tiffany Companies’s JPMorgan Income ETF JPIE Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	–	Sell	-700	Closed	-$32K	–	902
2023 Q1	$32K	Hold	700	–	–	0.01%	482
2022 Q4	$31.6K	Hold	700	–	–	0.01%	466
2022 Q3	$31K	Hold	700	–	–	0.01%	439
2022 Q2	$32K	Hold	700	–	–	0.01%	433
2022 Q1	$34K	Buy	+700	New	+$34.4K	0.01%	439

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

TFA

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAM

Family Asset Management Charleston, South Carolina $166M AUM 24.88% 1-Year Est. Return

MFG

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

Kistler-Tiffany Companies's JPIE Position: Q2 2023 in Review

Kistler-Tiffany Companies sold out of JPMorgan Income ETF (JPIE) in Q2 2023, closing a stake of 700 shares — an estimated $32K sold.

Kistler-Tiffany Companies first reported a position in JPIE in Q1 2022 and held it in 5 quarters. The position peaked at $34K in Q1 2022. 109 funds tracked by Wall St. Rank hold JPIE as of Q2 2023.

Kistler-Tiffany Companies reported no remaining JPMorgan Income ETF position as of Q2 2023 after selling out during the quarter.
Kistler-Tiffany Companies sold 700 JPMorgan Income ETF shares in Q2 2023, an estimated $32K.
Kistler-Tiffany Companies first reported a position in JPMorgan Income ETF in Q1 2022 and held it in 5 quarters.
Kistler-Tiffany Companies's JPMorgan Income ETF position peaked at $34K in Q1 2022.
109 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.