JPMorgan Income ETF $JPIE Stock Holdings Lifted by Williams Financial LLC

Williams Financial LLC increased its holdings in JPMorgan Income ETF (NYSEARCA:JPIE) by 6.6% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,120,305 shares of the company’s stock after buying an additional 69,238 shares during the period. JPMorgan Income ETF comprises approximately 26.7% of Williams Financial LLC’s investment portfolio, making the stock its biggest holding. Williams Financial LLC’s holdings in JPMorgan Income ETF were worth $51,590,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of JPIE. Archer Investment Corp lifted its stake in shares of JPMorgan Income ETF by 9.1% during the 1st quarter. Archer Investment Corp now owns 3,577 shares of the company’s stock worth $165,000 after purchasing an additional 297 shares during the last quarter. Summit Financial LLC boosted its position in JPMorgan Income ETF by 0.4% during the fourth quarter. Summit Financial LLC now owns 81,671 shares of the company’s stock valued at $3,798,000 after purchasing an additional 302 shares in the last quarter. EverSource Wealth Advisors LLC grew its stake in JPMorgan Income ETF by 26.4% in the second quarter. EverSource Wealth Advisors LLC now owns 1,642 shares of the company’s stock valued at $76,000 after purchasing an additional 343 shares during the last quarter. Beta Wealth Group Inc. grew its stake in JPMorgan Income ETF by 2.5% in the fourth quarter. Beta Wealth Group Inc. now owns 15,792 shares of the company’s stock valued at $731,000 after purchasing an additional 391 shares during the last quarter. Finally, Walkner Condon Financial Advisors LLC raised its holdings in JPMorgan Income ETF by 7.4% in the first quarter. Walkner Condon Financial Advisors LLC now owns 5,643 shares of the company’s stock worth $260,000 after purchasing an additional 391 shares in the last quarter.

JPMorgan Income ETF Price Performance

NYSEARCA:JPIE opened at $45.60 on Thursday. JPMorgan Income ETF has a 52 week low of $45.54 and a 52 week high of $46.61. The firm has a 50 day moving average of $45.86 and a 200 day moving average of $46.01.

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.