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JPMorgan Income ETF
JPIE

Overview Fund Activity

84 hedge funds and large institutions have $293M invested in JPMorgan Income ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+18
Holders Change %
+27.27%
% of All Funds
1.34%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
23
Increased
43
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
Heritage Financial Services
Massachusetts
+$6.76M
2
FWM
Fortress Wealth Management
California
+$4.27M
3
FFN
Focus Financial Network
Minnesota
+$4.07M
4
LWM
Lionsbridge Wealth Management
Florida
+$3.27M
5
Morgan Stanley
Morgan Stanley
New York
+$3.07M

Top Sellers

1
GCM
Gallacher Capital Management
Colorado
-$1.08M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$999K
3
HWP
Highline Wealth Partners
California
-$752K
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$567K
5
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$2.08M +$1.61M +35,169 +342%
Jane Street
27
Jane Street
New York
$1.95M +$834K +18,218 +74%
WWM
28
Wagner Wealth Management
South Carolina
$1.84M +$1.76M +38,388 +2,025%
FHC
29
First Heartland Consultants
Missouri
$1.82M +$1.82M +39,806 New
EP
30
Eudaimonia Partners
Tennessee
$1.79M +$1.79M +39,089 New
VCM
31
Virtue Capital Management
Tennessee
$1.67M +$765K +16,666 +85%
SCA
32
Scott Capital Advisors
Oregon
$1.66M +$1.66M +36,371 New
CSPIA
33
Cary Street Partners Investment Advisory
Virginia
$1.63M -$54.9K -1,200 -3%
SPC
34
Sigma Planning Corp
Michigan
$1.61M +$22.5K +492 +1%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.6M -$999K -21,828 -38%
RA
36
Rockingstone Advisors
Massachusetts
$1.6M +$199K +4,353 +14%
TWM
37
Tradition Wealth Management
Minnesota
$1.59M +$58.2K +1,272 +4%
VAS
38
Vestmark Advisory Solutions
Massachusetts
$1.58M -$567K -12,397 -26%
SRC
39
Sage Rhino Capital
California
$1.53M +$153K +3,339 +11%
TNBTD
40
Trustmark National Bank Trust Department
Mississippi
$1.45M +$539K +11,770 +59%
LPAM
41
Lodestar Private Asset Management
California
$1.39M +$444K +9,689 +47%
IC
42
IEQ Capital
California
$1.15M +$219K +4,780 +24%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.13M -$31.7K -693 -3%
P
44
Palladiem
Pennsylvania
$1.09M +$1.09M +23,795 New
CSPAM
45
Cary Street Partners Asset Management
Virginia
$1.04M +$264K +5,759 +34%
CA
46
Cornerstone Advisory
Maryland
$974K +$419K +9,154 +76%
GCM
47
Gallacher Capital Management
Colorado
$914K -$1.08M -23,485 -54%
WWM
48
Western Wealth Management
Colorado
$909K +$99.4K +2,171 +12%
HA
49
Herold Advisors
New York
$853K +$191K +4,180 +29%
BWA
50
Burt Wealth Advisors
Maryland
$815K -$71.4K -1,560 -8%
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