Everest Financial Group LLC Has $2.82 Million Holdings in JPMorgan Income ETF $JPIE

Everest Financial Group LLC grew its holdings in JPMorgan Income ETF (NYSEARCA:JPIE) by 54.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 61,307 shares of the company’s stock after buying an additional 21,522 shares during the period. Everest Financial Group LLC’s holdings in JPMorgan Income ETF were worth $2,824,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Morgan Stanley lifted its holdings in JPMorgan Income ETF by 25.8% during the 4th quarter. Morgan Stanley now owns 6,790,024 shares of the company’s stock valued at $314,310,000 after purchasing an additional 1,393,857 shares during the last quarter. Wells Fargo & Company MN boosted its holdings in shares of JPMorgan Income ETF by 45.9% during the fourth quarter. Wells Fargo & Company MN now owns 3,759,117 shares of the company’s stock worth $174,009,000 after acquiring an additional 1,181,828 shares during the period. Rockefeller Capital Management L.P. boosted its holdings in shares of JPMorgan Income ETF by 1,680.7% during the fourth quarter. Rockefeller Capital Management L.P. now owns 1,131,981 shares of the company’s stock worth $52,399,000 after acquiring an additional 1,068,410 shares during the period. Sequoia Financial Advisors LLC grew its position in shares of JPMorgan Income ETF by 21.3% in the fourth quarter. Sequoia Financial Advisors LLC now owns 5,592,163 shares of the company’s stock valued at $258,861,000 after purchasing an additional 982,593 shares during the last quarter. Finally, Williams Financial LLC grew its position in shares of JPMorgan Income ETF by 131.0% in the fourth quarter. Williams Financial LLC now owns 1,053,702 shares of the company’s stock valued at $48,776,000 after purchasing an additional 597,595 shares during the last quarter.

JPMorgan Income ETF Trading Up 0.1%

Shares of NYSEARCA JPIE opened at $45.79 on Friday. The business’s 50 day moving average is $45.93 and its 200-day moving average is $46.12. JPMorgan Income ETF has a 1-year low of $45.73 and a 1-year high of $46.61.

About JPMorgan Income ETF

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.