LWM
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Laidlaw Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Laidlaw Wealth 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
2022
Q1 		– Sell
-33,685
Closed -$1.69M – 413
2021
Q4 		$1.69M Buy
+33,685
New +$1.69M 0.27% 102

Other funds holding JPIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Paladin Advisory Group Clive, Iowa $131M AUM 19.61% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Laidlaw Wealth Management's JPIE Position: Q1 2022 in Review

Laidlaw Wealth Management sold out of JPMorgan Income ETF (JPIE) in Q1 2022, closing a stake of 33,685 shares — an estimated $1.69M sold.

Laidlaw Wealth Management first reported a position in JPIE in Q4 2021 and held it in 1 quarter. The position peaked at $1.69M in Q4 2021. 19 funds tracked by Wall St. Rank hold JPIE as of Q1 2022.

  • Laidlaw Wealth Management reported no remaining JPMorgan Income ETF position as of Q1 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 33,685 JPMorgan Income ETF shares in Q1 2022, an estimated $1.69M.
  • Laidlaw Wealth Management first reported a position in JPMorgan Income ETF in Q4 2021 and held it in 1 quarter.
  • Laidlaw Wealth Management's JPMorgan Income ETF position peaked at $1.69M in Q4 2021.
  • 19 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2022.

Based on Laidlaw Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.