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JPMorgan Income ETF
JPIE

Overview Fund Activity

165 hedge funds and large institutions have $779M invested in JPMorgan Income ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 84 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+32
Holders Change %
+24.06%
% of All Funds
2.42%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.34%
New
42
Increased
84
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$75.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.9M
3
DOA
3
D'Orazio & Associates
Virginia
$24.7M
4
EWM
4
Echo Wealth Management
Minnesota
$13.4M
5
PCM
5
Pennsylvania Capital Management
Pennsylvania
$12.9M

Top Sellers

1
MA
1
Mutual Advisors
Nebraska
$0
2
CAWM
2
Capital Advisors Wealth Management
Washington
$19M
3
IC
3
IEQ Capital
California
$0
4
SPC
4
Sigma Planning Corp
Michigan
$853K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
26
Family Asset Management
South Carolina
$8.21M -$695K -15,237 -8%
VWA
27
Visionary Wealth Advisors
Illinois
$7.21M +$3.06M +67,019 +74%
RWA
28
Rainsberger Wealth Advisors
Colorado
$7.12M +$7.12M +156,212 New
HHGA
29
Halbert Hargrove Global Advisors
California
$7.03M +$323K +7,091 +5%
FWM
30
FMA Wealth Management
Massachusetts
$7M +$7M +153,443 New
4WM
31
49 Wealth Management
Texas
$6.95M +$6.95M +152,409 New
GCM
32
Gallacher Capital Management
Colorado
$6.87M -$539K -11,823 -7%
MG
33
Mather Group
Illinois
$6.85M +$5.05M +110,765 +281%
LPAM
34
Lodestar Private Asset Management
California
$6.7M +$967K +21,194 +17%
LWM
35
Lionsbridge Wealth Management
Florida
$6.54M +$3.19M +69,907 +95%
BWP
36
Bernardo Wealth Planning
Pennsylvania
$5.67M +$1.06M +23,274 +23%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$5.41M +$446K +9,775 +9%
SCM
38
Seascape Capital Management
New Hampshire
$5.33M +$228K +5,003 +4%
DWP
39
Daymark Wealth Partners
Ohio
$5.18M +$6.89K +151 +0.1%
TGAM
40
TBH Global Asset Management
Tennessee
$4.99M +$3.11M +68,114 +165%
CSPAM
41
Cary Street Partners Asset Management
Virginia
$4.6M +$2.05M +44,864 +80%
KV
42
Kickstand Ventures
New York
$4.56M +$1.39M +30,453 +44%
AIA
43
Armor Investment Advisors
North Carolina
$4.34M -$87.4K -1,916 -2%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$4.31M +$2.61M +57,134 +153%
SDWMA
45
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.21M -$174K -3,811 -4%
Osaic Holdings
46
Osaic Holdings
Arizona
$3.96M +$1.66M +36,481 +72%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$3.76M +$1.85M +40,509 +97%
AWM
48
Axxcess Wealth Management
California
$3.71M +$2.53M +55,450 +215%
TWM
49
Tradition Wealth Management
Minnesota
$3.62M +$609K +13,359 +20%
PAG
50
Paladin Advisory Group
Iowa
$3.58M +$185K +4,058 +5%
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