Rainsberger Wealth Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Rainsberger Wealth Advisors’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	$7.12M	Buy	+156,212	New	+$6.97M	3.89%	8

Other funds holding JPIE

HFS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Rainsberger Wealth Advisors's JPIE Position: Q4 2023 in Review

Rainsberger Wealth Advisors opened a new position in JPMorgan Income ETF (JPIE) in Q4 2023: 156,212 shares worth $7.12M. The stake represents 3.89% of the portfolio and ranks #8 among its holdings.

165 funds tracked by Wall St. Rank hold JPIE as of Q4 2023.

Rainsberger Wealth Advisors held 156,212 shares of JPMorgan Income ETF worth $7.12M as of Q4 2023.
JPMorgan Income ETF was a new Rainsberger Wealth Advisors position in Q4 2023.
JPMorgan Income ETF made up 3.89% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #8 holding.
165 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.