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Realta Investment Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Realta Investment 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
2022
Q4 		– Sell
-900
Closed -$40K – 870
2022
Q3 		$40K Buy
+900
New +$41.5K 0.01% 551

Other funds holding JPIE

HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return
TFA
TPG Financial Advisors Portland, Oregon $307M AUM 12.5% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
BWP
Bernardo Wealth Planning Harleysville, Pennsylvania $511M AUM 13.04% 1-Year Est. Return

Realta Investment Advisors's JPIE Position: Q4 2022 in Review

Realta Investment Advisors sold out of JPMorgan Income ETF (JPIE) in Q4 2022, closing a stake of 900 shares — an estimated $40K sold.

Realta Investment Advisors first reported a position in JPIE in Q3 2022 and held it in 1 quarter. The position peaked at $40K in Q3 2022. 66 funds tracked by Wall St. Rank hold JPIE as of Q4 2022.

  • Realta Investment Advisors reported no remaining JPMorgan Income ETF position as of Q4 2022 after selling out during the quarter.
  • Realta Investment Advisors sold 900 JPMorgan Income ETF shares in Q4 2022, an estimated $40K.
  • Realta Investment Advisors first reported a position in JPMorgan Income ETF in Q3 2022 and held it in 1 quarter.
  • Realta Investment Advisors's JPMorgan Income ETF position peaked at $40K in Q3 2022.
  • 66 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2022.

Based on Realta Investment Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.