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JPMorgan Income ETF
JPIE

Overview Fund Activity

109 hedge funds and large institutions have $411M invested in JPMorgan Income ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+25
Holders Change %
+29.76%
% of All Funds
1.72%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
31
Increased
58
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$28.3M
2
D
2
Diversified
Delaware
$16M
3
FAM
3
Family Asset Management
South Carolina
$12M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.6M
5
HFS
5
Heritage Financial Services
Massachusetts
$85.9M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$322K
2
TFA
2
TPG Financial Advisors
Oregon
$16.3M
3
P
3
Palladiem
Pennsylvania
$737K
4
WWM
4
WT Wealth Management
Arizona
$0
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DOA
26
D'Orazio & Associates
Virginia
$3.24M +$3.24M +71,714 New
SSC
27
Syverson Strege & Co
Iowa
$3.18M +$51.1K +1,131 +2%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.18M -$60.7K -1,344 -2%
SDWMA
29
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.1M +$3.1M +68,669 New
WWM
30
Wagner Wealth Management
South Carolina
$3.09M +$1.27M +28,177 +70%
LPAM
31
Lodestar Private Asset Management
California
$2.89M +$1.52M +33,576 +111%
SMC
32
Smith, Moore & Co
Missouri
$2.81M +$2.81M +62,272 New
VWA
33
Visionary Wealth Advisors
Illinois
$2.57M +$1.8M +39,789 +232%
EP
34
Eudaimonia Partners
Tennessee
$2.5M +$730K +16,154 +41%
DWP
35
Daymark Wealth Partners
Ohio
$2.48M +$2.24M +49,538 +944%
HIP
36
HUB Investment Partners
Texas
$2.44M -$42.5K -940 -2%
TWM
37
Tradition Wealth Management
Minnesota
$2.41M +$846K +18,725 +54%
USCWA
38
U.S. Capital Wealth Advisors
Texas
$2.28M +$54.2K +1,200 +2%
EA
39
Eudaimonia Advisors
Tennessee
$2.27M -$80.5K -1,781 -3%
PAG
40
Private Advisor Group
New Jersey
$2.2M +$144K +3,191 +7%
Jane Street
41
Jane Street
New York
$2.08M +$146K +3,232 +8%
FHC
42
First Heartland Consultants
Missouri
$1.86M +$60.3K +1,335 +3%
VCM
43
Virtue Capital Management
Tennessee
$1.83M +$195K +4,339 +12%
SCA
44
Scott Capital Advisors
Oregon
$1.8M +$160K +3,541 +10%
RA
45
Rockingstone Advisors
Massachusetts
$1.7M +$123K +2,730 +8%
CSPAM
46
Cary Street Partners Asset Management
Virginia
$1.69M +$664K +14,697 +65%
CSPIA
47
Cary Street Partners Investment Advisory
Virginia
$1.66M +$55.1K +1,220 +3%
SPC
48
Sigma Planning Corp
Michigan
$1.64M +$54.9K +1,214 +3%
TNBTD
49
Trustmark National Bank Trust Department
Mississippi
$1.61M +$176K +3,900 +12%
HA
50
Herold Advisors
New York
$1.53M +$690K +15,268 +82%
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