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JPMorgan Income ETF
JPIE

Overview Fund Activity

66 hedge funds and large institutions have $233M invested in JPMorgan Income ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
66
Holders Change
+30
Holders Change %
+83.33%
% of All Funds
1.06%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
33
Increased
22
Reduced
7
Closed
3
Calls
$2.67M
Puts
–
Net Calls
+$2.67M
Net Calls Change
+$975K

Top Buyers

1
HFS
1
Heritage Financial Services
Massachusetts
$72.8M
2
SPWG
2
Syntegra Private Wealth Group
Missouri
$24.9M
3
PS
3
Planned Solutions
California
$11.9M
4
MFG
4
Magnus Financial Group
New York
$8.92M
5
PWM
5
Prentice Wealth Management
New York
$5.47M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
BL
2
BFSG LLC
California
$0
3
FMP
3
Financial Management Professionals
Texas
$9.65M
4
SOS
4
Silver Oak Securities
Tennessee
$414K
5
TFA
5
TPG Financial Advisors
Oregon
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SRC
26
Sage Rhino Capital
California
$1.35M 29,993 +29,993 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.19M 26,441 +20,826 +371%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.15M 25,393 +4,200 +20%
IA
29
Integrity Advisory
Kansas
$1.11M 24,702 +11,440 +86%
Jane Street
30
Jane Street
New York
$1.1M 24,460 +15,816 +183%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.03M 22,704 +6,933 +44%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$962K 21,318 +21,318 New
LPAM
33
Lodestar Private Asset Management
California
$932K 20,655 +20,655 New
IC
34
IEQ Capital
California
$917K 20,328 +20,328 New
TNBTD
35
Trustmark National Bank Trust Department
Mississippi
$902K 19,985 +19,985 New
MPWT
36
MassMutual Private Wealth & Trust
Connecticut
$894K 19,811 -1,174 -6%
VCM
37
Virtue Capital Management
Tennessee
$888K 19,674 +2,025 +11%
BWA
38
Burt Wealth Advisors
Maryland
$874K 19,373 +10,834 +127%
WWM
39
Western Wealth Management
Colorado
$798K 17,681 -4,959 -22%
CSPAM
40
Cary Street Partners Asset Management
Virginia
$765K 16,945 +16,945 New
HWP
41
Highline Wealth Partners
California
$752K 16,665 +16,665 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$662K 14,680 +7,604 +107%
HA
43
Herold Advisors
New York
$652K 14,461 +6,802 +89%
MG
44
Mather Group
Illinois
$595K 13,186 +13,186 New
JWBC
45
John W. Brooker & Co
California
$575K 12,751 +12,751 New
CA
46
Cornerstone Advisory
Maryland
$547K 12,124 +12,124 New
BMCM
47
Burns Matteson Capital Management
New York
$478K 10,604 +10,604 New
PAG
48
Private Advisor Group
New Jersey
$464K 10,289 +10,289 New
SIG
49
Sargent Investment Group
Maryland
$443K 9,815 +9,815 New
SOS
50
Silver Oak Securities
Tennessee
$414K 9,184 -11,745 -56%
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