JPMorgan Income ETF $JPIE Shares Sold by Cary Street Partners Financial LLC

Cary Street Partners Financial LLC lessened its holdings in shares of JPMorgan Income ETF (NYSEARCA:JPIE) by 5.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,063,485 shares of the company’s stock after selling 56,922 shares during the period. JPMorgan Income ETF makes up approximately 1.2% of Cary Street Partners Financial LLC’s portfolio, making the stock its 13th biggest holding. Cary Street Partners Financial LLC’s holdings in JPMorgan Income ETF were worth $49,229,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. JPMorgan Chase & Co. grew its holdings in JPMorgan Income ETF by 8.4% during the third quarter. JPMorgan Chase & Co. now owns 7,429,426 shares of the company’s stock worth $344,800,000 after acquiring an additional 578,800 shares during the period. Sequoia Financial Advisors LLC grew its holdings in JPMorgan Income ETF by 21.3% during the fourth quarter. Sequoia Financial Advisors LLC now owns 5,592,163 shares of the company’s stock worth $258,861,000 after acquiring an additional 982,593 shares during the period. Savant Capital LLC grew its holdings in JPMorgan Income ETF by 10.2% during the third quarter. Savant Capital LLC now owns 3,538,263 shares of the company’s stock worth $164,211,000 after acquiring an additional 328,043 shares during the period. Heritage Financial Services LLC grew its holdings in JPMorgan Income ETF by 23.6% during the fourth quarter. Heritage Financial Services LLC now owns 2,848,628 shares of the company’s stock worth $131,863,000 after acquiring an additional 543,246 shares during the period. Finally, Envestnet Asset Management Inc. grew its holdings in JPMorgan Income ETF by 52.5% during the third quarter. Envestnet Asset Management Inc. now owns 2,438,090 shares of the company’s stock worth $113,152,000 after acquiring an additional 839,269 shares during the period.

JPMorgan Income ETF Price Performance

Shares of JPIE stock opened at $45.91 on Tuesday. The business’s fifty day moving average price is $46.03 and its 200 day moving average price is $46.25. JPMorgan Income ETF has a 1-year low of $45.76 and a 1-year high of $46.61.

JPMorgan Income ETF Company Profile

The JPMorgan Income ETF (JPIE) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively-managed fund that allocates exposure among various fixed income markets and sectors. The fund seeks to provide yield with lower volatility and aims to generate monthly distributions. JPIE was launched on Oct 28, 2021 and is managed by JPMorgan Chase.