Relative Value Partners Group’s JPMorgan Income ETF JPIE Stock Holding History

Relative Value Partners Group’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 Q2	$261K	Buy	+5,732	New	+$259K	0.03%	277

Other funds holding JPIE

HFS

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SPWG

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

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Relative Value Partners Group's JPIE Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in JPMorgan Income ETF (JPIE) in Q2 2024: 5,732 shares worth $261K. The stake represents 0.03% of the portfolio and ranks #277 among its holdings.

198 funds tracked by Wall St. Rank hold JPIE as of Q2 2024.

Relative Value Partners Group held 5,732 shares of JPMorgan Income ETF worth $261K as of Q2 2024.
JPMorgan Income ETF was a new Relative Value Partners Group position in Q2 2024.
JPMorgan Income ETF made up 0.03% of Relative Value Partners Group's portfolio in Q2 2024, its #277 holding.
198 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.