Heritage Financial Services LLC Has $102.17 Million Holdings in JPMorgan Income ETF $JPIE

Heritage Financial Services LLC increased its position in shares of JPMorgan Income ETF (NYSEARCA:JPIE) by 1.1% during the second quarter, HoldingsChannel.com reports. The fund owned 2,205,824 shares of the company’s stock after acquiring an additional 23,079 shares during the period. JPMorgan Income ETF makes up approximately 9.8% of Heritage Financial Services LLC’s holdings, making the stock its 4th largest holding. Heritage Financial Services LLC’s holdings in JPMorgan Income ETF were worth $102,174,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of the company. Centricity Wealth Management LLC increased its holdings in shares of JPMorgan Income ETF by 245.4% in the first quarter. Centricity Wealth Management LLC now owns 753 shares of the company’s stock worth $35,000 after purchasing an additional 535 shares during the period. LRI Investments LLC purchased a new position in JPMorgan Income ETF during the first quarter worth about $39,000. Whittier Trust Co. of Nevada Inc. grew its position 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 worth $67,000 after buying an additional 539 shares in the last quarter. Iron Horse Wealth Management LLC increased its stake in JPMorgan Income ETF by 60.0% in the 1st quarter. Iron Horse Wealth Management LLC now owns 1,600 shares of the company’s stock worth $74,000 after acquiring an additional 600 shares during the last quarter. Finally, Bartlett & CO. Wealth Management LLC purchased a new stake in shares of JPMorgan Income ETF in the 2nd quarter valued at about $121,000.

JPMorgan Income ETF Price Performance

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

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.