JPMorgan Income ETF $JPIE is Heritage Financial Services LLC’s 4th Largest Position

Heritage Financial Services LLC boosted its position in JPMorgan Income ETF (NYSEARCA:JPIE) by 1.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,205,824 shares of the company’s stock after purchasing an additional 23,079 shares during the period. JPMorgan Income ETF comprises approximately 9.8% of Heritage Financial Services LLC’s portfolio, making the stock its 4th biggest holding. Heritage Financial Services LLC owned 2.41% of JPMorgan Income ETF worth $102,174,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of JPIE. Centricity Wealth Management LLC lifted its position in shares of JPMorgan Income ETF by 245.4% during the 1st quarter. Centricity Wealth Management LLC now owns 753 shares of the company’s stock valued at $35,000 after buying an additional 535 shares during the last quarter. LRI Investments LLC bought a new stake in JPMorgan Income ETF in the 1st quarter valued at about $39,000. Whittier Trust Co. of Nevada Inc. lifted its holdings in JPMorgan Income ETF by 58.5% during the first quarter. Whittier Trust Co. of Nevada Inc. now owns 1,460 shares of the company’s stock valued at $67,000 after purchasing an additional 539 shares during the last quarter. Iron Horse Wealth Management LLC boosted its position in JPMorgan Income ETF by 60.0% during the first quarter. Iron Horse Wealth Management LLC now owns 1,600 shares of the company’s stock worth $74,000 after purchasing an additional 600 shares during the period. Finally, Bartlett & CO. Wealth Management LLC purchased a new position in shares of JPMorgan Income ETF in the second quarter worth about $121,000.

JPMorgan Income ETF Price Performance

NYSEARCA JPIE opened at $46.23 on Thursday. The company’s 50 day moving average is $46.36 and its 200-day moving average is $46.05. JPMorgan Income ETF has a 12-month low of $45.01 and a 12-month high of $46.57.

JPMorgan Income ETF 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.