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JPMorgan Income ETF
JPIE

Overview Fund Activity

133 hedge funds and large institutions have $493M invested in JPMorgan Income ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+24
Holders Change %
+22.02%
% of All Funds
2.12%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
28
Increased
79
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$19.6M
2
HHGA
2
Halbert Hargrove Global Advisors
California
$6.53M
3
HFS
3
Heritage Financial Services
Massachusetts
$90.8M
4
GCM
4
Gallacher Capital Management
Colorado
$7.21M
5
DOA
5
D'Orazio & Associates
Virginia
$8.64M

Top Sellers

1
PWM
1
Prentice Wealth Management
New York
$251K
2
DIM
2
Delta Investment Management
California
$461K
3
FAM
3
Family Asset Management
South Carolina
$8.67M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.39M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
26
Armor Investment Advisors
North Carolina
$4.31M +$21.4K +481 +0.5%
SDWMA
27
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.27M +$1.22M +27,539 +40%
VWA
28
Visionary Wealth Advisors
Illinois
$4.05M +$1.52M +34,204 +60%
MAG
29
MRA Advisory Group
New Jersey
$3.88M +$3.88M +87,422 New
Jane Street
30
Jane Street
New York
$3.59M +$1.55M +34,892 +76%
WWM
31
Wagner Wealth Management
South Carolina
$3.42M +$381K +8,580 +13%
PAG
32
Paladin Advisory Group
Iowa
$3.3M -$70.3K -1,584 -2%
LWM
33
Lionsbridge Wealth Management
Florida
$3.27M +$38.3K +862 +1%
PAG
34
Private Advisor Group
New Jersey
$3.2M +$1.04M +23,503 +48%
SSC
35
Syverson Strege & Co
Iowa
$3.16M +$32.8K +738 +1%
EWA
36
Evolution Wealth Advisors
Florida
$3.15M -$35.1K -790 -1%
KV
37
Kickstand Ventures
New York
$3.09M +$3.09M +69,606 New
TWM
38
Tradition Wealth Management
Minnesota
$2.93M +$563K +12,688 +24%
CAC
39
Certified Advisory Corp
Florida
$2.91M +$2.45M +55,185 +530%
SMC
40
Smith, Moore & Co
Missouri
$2.78M +$15.2K +342 +0.5%
CSPAM
41
Cary Street Partners Asset Management
Virginia
$2.48M +$821K +18,495 +49%
EP
42
Eudaimonia Partners
Tennessee
$2.48M +$24.2K +544 +1%
EA
43
Eudaimonia Advisors
Tennessee
$2.29M +$64.4K +1,451 +3%
USCWA
44
U.S. Capital Wealth Advisors
Texas
$2.26M +$17.8K +401 +0.8%
HIP
45
HUB Investment Partners
Texas
$2.24M -$151K -3,398 -6%
Osaic Holdings
46
Osaic Holdings
Arizona
$2.24M -$880K -19,815 -28%
CSPIA
47
Cary Street Partners Investment Advisory
Virginia
$2.24M +$605K +13,621 +37%
EFS
48
Econ Financial Services
Pennsylvania
$1.96M +$1.96M +44,105 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$1.86M +$400K +8,998 +27%
FHC
50
First Heartland Consultants
Missouri
$1.85M +$25.4K +571 +1%
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