JPMorgan Income ETF (NYSEARCA:JPIE) Holdings Lifted by Heritage Financial Services LLC

Heritage Financial Services LLC raised its position in JPMorgan Income ETF (NYSEARCA:JPIE) by 4.9% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 2,366,448 shares of the company’s stock after purchasing an additional 111,564 shares during the period. JPMorgan Income ETF accounts for 14.6% of Heritage Financial Services LLC’s holdings, making the stock its 3rd biggest position. Heritage Financial Services LLC owned about 0.08% of JPMorgan Income ETF worth $109,780,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of JPIE. Financial Gravity Asset Management Inc. bought a new position in shares of JPMorgan Income ETF in the second quarter valued at approximately $26,000. Whittier Trust Co. of Nevada Inc. boosted its position in JPMorgan Income ETF by 95.1% in the second quarter. Whittier Trust Co. of Nevada Inc. now owns 921 shares of the company’s stock worth $42,000 after purchasing an additional 449 shares during the last quarter. CENTRAL TRUST Co grew its stake in JPMorgan Income ETF by 107.3% in the 3rd quarter. CENTRAL TRUST Co now owns 1,248 shares of the company’s stock valued at $58,000 after purchasing an additional 646 shares during the period. EverSource Wealth Advisors LLC increased its position in shares of JPMorgan Income ETF by 63.6% during the 1st quarter. EverSource Wealth Advisors LLC now owns 1,456 shares of the company’s stock valued at $66,000 after purchasing an additional 566 shares during the last quarter. Finally, Mascoma Wealth Management LLC increased its position in shares of JPMorgan Income ETF by 84.4% during the 2nd quarter. Mascoma Wealth Management LLC now owns 2,185 shares of the company’s stock valued at $99,000 after purchasing an additional 1,000 shares during the last quarter.

JPMorgan Income ETF Stock Performance

JPIE opened at $45.94 on Friday. JPMorgan Income ETF has a fifty-two week low of $43.82 and a fifty-two week high of $46.43. The firm has a 50-day moving average of $46.10 and a 200 day moving average of $45.62.

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.