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Raymond James & Associates’s JPMorgan Income ETF JPIE Stock Holding History

Raymond James & Associates’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
2024
Q3 		$10.9M Buy
234,471
+76,107
+48% +$3.49M 0.01% 1173
2024
Q2 		$7.2M Buy
158,364
+103,799
+190% +$4.69M ﹤0.01% 1354
2024
Q1 		$2.49M Buy
54,565
+3,374
+7% +$153K ﹤0.01% 2024
2023
Q4 		$2.33M Buy
+51,191
New +$2.28M ﹤0.01% 2019

Other funds holding JPIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Raymond James & Associates's JPIE Position: Q3 2024 in Review

Raymond James & Associates increased its JPMorgan Income ETF (JPIE) stake by 48% in Q3 2024, buying an estimated $3.49M and bringing the position to 234,471 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #1173.

Raymond James & Associates first reported a position in JPIE in Q4 2023 and has held it in 4 quarters since. 229 funds tracked by Wall St. Rank hold JPIE as of Q3 2024.

  • Raymond James & Associates held 234,471 shares of JPMorgan Income ETF worth $10.9M as of Q3 2024.
  • Raymond James & Associates bought 76,107 JPMorgan Income ETF shares in Q3 2024, an estimated $3.49M.
  • JPMorgan Income ETF made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1173 holding.
  • Raymond James & Associates first reported a position in JPMorgan Income ETF in Q4 2023 and has held it in 4 quarters since.
  • 229 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.