SFS
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Security Financial Services’s JPMorgan Income ETF JPIE Stock Holding History

Security Financial Services’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 		– Sell
-6,301
Closed -$287K – 184
2024
Q1 		$287K Buy
6,301
+368
+6% +$16.7K 0.06% 145
2023
Q4 		$271K Buy
5,933
+219
+4% +$9.77K 0.07% 139
2023
Q3 		$254K Buy
+5,714
New +$256K 0.07% 140

Other funds holding JPIE

HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $17.9B AUM 21.2% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
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
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

Security Financial Services's JPIE Position: Q2 2024 in Review

Security Financial Services sold out of JPMorgan Income ETF (JPIE) in Q2 2024, closing a stake of 6,301 shares — an estimated $287K sold.

Security Financial Services first reported a position in JPIE in Q3 2023 and held it in 3 quarters. The position peaked at $287K in Q1 2024. 197 funds tracked by Wall St. Rank hold JPIE as of Q2 2024.

  • Security Financial Services reported no remaining JPMorgan Income ETF position as of Q2 2024 after selling out during the quarter.
  • Security Financial Services sold 6,301 JPMorgan Income ETF shares in Q2 2024, an estimated $287K.
  • Security Financial Services first reported a position in JPMorgan Income ETF in Q3 2023 and held it in 3 quarters.
  • Security Financial Services's JPMorgan Income ETF position peaked at $287K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2024.

Based on Security Financial Services's 13F filing for Q2 2024, filed 23 Jul 2024.