Raymond James Financial Services Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Raymond James Financial Services 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
2024 Q3	$7.32M	Buy	157,858 +18,472	+13%	+$847K	0.01%	1026
2024 Q2	$6.34M	Buy	139,386 +44,280	+47%	+$2M	0.01%	1047
2024 Q1	$4.33M	Buy	95,106 +33,558	+55%	+$1.52M	0.01%	1218
2023 Q4	$2.81M	Buy	61,548 +50,818	+474%	+$2.27M	﹤0.01%	1388
2023 Q3	$476K	Buy	+10,730	New	+$481K	﹤0.01%	2359

Other funds holding JPIE

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Raymond James Financial Services Advisors's JPIE Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its JPMorgan Income ETF (JPIE) stake by 13% in Q3 2024, buying an estimated $847K and bringing the position to 157,858 shares worth $7.32M. The position accounts for 0.01% of the portfolio, ranked #1026.

Raymond James Financial Services Advisors first reported a position in JPIE in Q3 2023 and has held it in 5 quarters since. 229 funds tracked by Wall St. Rank hold JPIE as of Q3 2024.

Raymond James Financial Services Advisors held 157,858 shares of JPMorgan Income ETF worth $7.32M as of Q3 2024.
Raymond James Financial Services Advisors bought 18,472 JPMorgan Income ETF shares in Q3 2024, an estimated $847K.
JPMorgan Income ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1026 holding.
Raymond James Financial Services Advisors first reported a position in JPMorgan Income ETF in Q3 2023 and has held it in 5 quarters since.
229 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.