WWM
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WT Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

WT Wealth Management’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
Q2 		– Sell
-6,635
Closed -$304K – 107
2023
Q1 		$304K Hold
6,635
– – 0.13% 95
2022
Q4 		$300K Buy
+6,635
New +$297K 0.15% 86

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Family Asset Management Charleston, South Carolina $166M AUM 24.88% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

WT Wealth Management's JPIE Position: Q2 2023 in Review

WT Wealth Management sold out of JPMorgan Income ETF (JPIE) in Q2 2023, closing a stake of 6,635 shares — an estimated $304K sold.

WT Wealth Management first reported a position in JPIE in Q4 2022 and held it in 2 quarters. The position peaked at $304K in Q1 2023. 109 funds tracked by Wall St. Rank hold JPIE as of Q2 2023.

  • WT Wealth Management reported no remaining JPMorgan Income ETF position as of Q2 2023 after selling out during the quarter.
  • WT Wealth Management sold 6,635 JPMorgan Income ETF shares in Q2 2023, an estimated $304K.
  • WT Wealth Management first reported a position in JPMorgan Income ETF in Q4 2022 and held it in 2 quarters.
  • WT Wealth Management's JPMorgan Income ETF position peaked at $304K in Q1 2023.
  • 109 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2023.

Based on WT Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.