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Per Stirling Capital Management’s JPMorgan Income ETF JPIE Stock Holding History

Per Stirling Capital 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
Q4 		– Sell
-4,715
Closed -$209K – 216
2023
Q3 		$209K Buy
+4,715
New +$211K 0.04% 187

Other funds holding JPIE

HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
TFA
TPG Financial Advisors Portland, Oregon $307M AUM 12.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Per Stirling Capital Management's JPIE Position: Q4 2023 in Review

Per Stirling Capital Management sold out of JPMorgan Income ETF (JPIE) in Q4 2023, closing a stake of 4,715 shares — an estimated $209K sold.

Per Stirling Capital Management first reported a position in JPIE in Q3 2023 and held it in 1 quarter. The position peaked at $209K in Q3 2023. 165 funds tracked by Wall St. Rank hold JPIE as of Q4 2023.

  • Per Stirling Capital Management reported no remaining JPMorgan Income ETF position as of Q4 2023 after selling out during the quarter.
  • Per Stirling Capital Management sold 4,715 JPMorgan Income ETF shares in Q4 2023, an estimated $209K.
  • Per Stirling Capital Management first reported a position in JPMorgan Income ETF in Q3 2023 and held it in 1 quarter.
  • Per Stirling Capital Management's JPMorgan Income ETF position peaked at $209K in Q3 2023.
  • 165 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2023.

Based on Per Stirling Capital Management's 13F filing for Q4 2023, filed 13 Feb 2024.