Bernardo Wealth Planning LLC Has $9.16 Million Stock Holdings in JPMorgan Income ETF (NYSEARCA:JPIE)

Bernardo Wealth Planning LLC lifted its stake in JPMorgan Income ETF (NYSEARCA:JPIE) by 7.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 201,467 shares of the company’s stock after acquiring an additional 14,523 shares during the quarter. JPMorgan Income ETF makes up approximately 2.2% of Bernardo Wealth Planning LLC’s investment portfolio, making the stock its 17th largest position. Bernardo Wealth Planning LLC owned approximately 0.70% of JPMorgan Income ETF worth $9,159,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Private Trust Co. NA bought a new position in shares of JPMorgan Income ETF in the third quarter valued at $36,000. Wilmington Savings Fund Society FSB acquired a new position in shares of JPMorgan Income ETF during the 3rd quarter worth about $38,000. LGT Financial Advisors LLC raised its holdings in shares of JPMorgan Income ETF by 75.4% in the 3rd quarter. LGT Financial Advisors LLC now owns 1,019 shares of the company’s stock valued at $47,000 after purchasing an additional 438 shares during the period. CENTRAL TRUST Co lifted 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 last quarter. Finally, Sunbelt Securities Inc. bought a new position in JPMorgan Income ETF during the third quarter worth about $65,000.

JPMorgan Income ETF Stock Performance

NYSEARCA:JPIE opened at $45.81 on Friday. JPMorgan Income ETF has a 12-month low of $44.80 and a 12-month high of $46.43. The stock’s 50 day moving average price is $45.75 and its two-hundred day moving average price is $45.85.

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.