Planned Solutions Inc. Boosts Stake in JPMorgan Income ETF (NYSEARCA:JPIE)

Planned Solutions Inc. boosted its position in JPMorgan Income ETF (NYSEARCA:JPIE) by 47.5% during the 4th quarter, HoldingsChannel reports. The firm owned 461,898 shares of the company’s stock after purchasing an additional 148,726 shares during the period. JPMorgan Income ETF comprises about 8.5% of Planned Solutions Inc.’s investment portfolio, making the stock its 3rd biggest position. Planned Solutions Inc.’s holdings in JPMorgan Income ETF were worth $21,072,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. Envestnet Asset Management Inc. boosted its stake in shares of JPMorgan Income ETF by 19.0% during the 2nd quarter. Envestnet Asset Management Inc. now owns 153,343 shares of the company’s stock worth $6,971,000 after acquiring an additional 24,537 shares during the last quarter. Certified Advisory Corp raised its holdings in JPMorgan Income ETF by 69.3% in the 2nd quarter. Certified Advisory Corp now owns 233,995 shares of the company’s stock worth $10,637,000 after purchasing an additional 95,787 shares during the period. Delta Investment Management LLC lifted its position in JPMorgan Income ETF by 7.3% during the second quarter. Delta Investment Management LLC now owns 20,998 shares of the company’s stock valued at $955,000 after purchasing an additional 1,434 shares in the last quarter. Daymark Wealth Partners LLC grew its holdings in JPMorgan Income ETF by 26.7% during the second quarter. Daymark Wealth Partners LLC now owns 169,269 shares of the company’s stock valued at $7,695,000 after purchasing an additional 35,630 shares during the period. Finally, Creative Planning purchased a new stake in JPMorgan Income ETF in the second quarter worth about $646,000.

JPMorgan Income ETF Stock Up 0.1 %

NYSEARCA JPIE opened at $45.81 on Tuesday. The stock’s 50-day moving average price is $45.75 and its 200-day moving average price is $45.86. JPMorgan Income ETF has a 52 week low of $44.80 and a 52 week high of $46.43.

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.