Truvestments Capital’s JPMorgan Income ETF JPIE Stock Holding History

Truvestments Capital’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
2023 Q3	–	Sell	-19	Closed	-$859	–	702
2023 Q2	$859	Hold	19	–	–	﹤0.01%	635
2023 Q1	$870	Hold	19	–	–	﹤0.01%	612
2022 Q4	$857	Buy	+19	New	+$851	﹤0.01%	842

Other funds holding JPIE

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

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

Bank of America

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

Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TPG Financial Advisors Portland, Oregon $307M AUM 12.5% 1-Year Est. Return

Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return

Truvestments Capital's JPIE Position: Q3 2023 in Review

Truvestments Capital sold out of JPMorgan Income ETF (JPIE) in Q3 2023, closing a stake of 19 shares — an estimated $859 sold.

Truvestments Capital first reported a position in JPIE in Q4 2022 and held it in 3 quarters. The position peaked at $870 in Q1 2023. 133 funds tracked by Wall St. Rank hold JPIE as of Q3 2023.

Truvestments Capital reported no remaining JPMorgan Income ETF position as of Q3 2023 after selling out during the quarter.
Truvestments Capital sold 19 JPMorgan Income ETF shares in Q3 2023, an estimated $859.
Truvestments Capital first reported a position in JPMorgan Income ETF in Q4 2022 and held it in 3 quarters.
Truvestments Capital's JPMorgan Income ETF position peaked at $870 in Q1 2023.
133 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2023.

Based on Truvestments Capital's 13F filing for Q3 2023, filed 13 Nov 2023.