Koshinski Asset Management
JPIE icon

Koshinski Asset Management’s JPMorgan Income ETF JPIE Stock Holding History

Koshinski Asset Management’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
-5,615
Closed -$257K – 638
2023
Q1 		$257K Hold
5,615
– – 0.03% 459
2022
Q4 		$253K Hold
5,615
– – 0.02% 502
2022
Q3 		$249K Buy
+5,615
New +$259K 0.03% 450
2022
Q2 		– Sell
-3,231
Closed -$155K – 1343
2022
Q1 		$155K Buy
3,231
+750
+30% +$36.8K 0.01% 679
2021
Q4 		$125K Buy
+2,481
New +$125K 0.01% 775

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Morgan Stanley
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

Koshinski Asset Management's JPIE Position: Q2 2023 in Review

Koshinski Asset Management sold out of JPMorgan Income ETF (JPIE) in Q2 2023, closing a stake of 5,615 shares — an estimated $257K sold.

Koshinski Asset Management first reported a position in JPIE in Q4 2021 and held it in 5 quarters. The position peaked at $257K in Q1 2023. 109 funds tracked by Wall St. Rank hold JPIE as of Q2 2023.

  • Koshinski Asset Management reported no remaining JPMorgan Income ETF position as of Q2 2023 after selling out during the quarter.
  • Koshinski Asset Management sold 5,615 JPMorgan Income ETF shares in Q2 2023, an estimated $257K.
  • Koshinski Asset Management first reported a position in JPMorgan Income ETF in Q4 2021 and held it in 5 quarters.
  • Koshinski Asset Management's JPMorgan Income ETF position peaked at $257K in Q1 2023.
  • 109 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2023.

Based on Koshinski Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.