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JPMorgan Income ETF
JPIE

Overview Fund Activity

178 hedge funds and large institutions have $897M invested in JPMorgan Income ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 96 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+13
Holders Change %
+7.88%
% of All Funds
2.58%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.29%
New
30
Increased
96
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
$22.3M
2
Bank of America
Bank of America
North Carolina
$46.1M
3
WWM
Wagner Wealth Management
South Carolina
$14.1M
4
WA
Waverly Advisors
Alabama
$11.7M
5
SMC
Smith, Moore & Co
Missouri
$12.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$24.2M
2
VCM
Virtue Capital Management
Tennessee
$711K
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
4
KV
Kickstand Ventures
New York
$2.84M
5
BCP
Blue Chip Partners
Michigan
$7.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
26
FMA Wealth Management
Massachusetts
$9.21M +$2.06M +44,065 +29%
NA
27
Nordwand Advisors
Pennsylvania
$8.98M +$627K +13,753 +7%
KAM
28
Kensington Asset Management
Texas
$8.58M +$8.58M +188,250 New
LWM
29
Lionsbridge Wealth Management
Florida
$8.51M +$1.97M +43,305 +30%
VWA
30
Visionary Wealth Advisors
Illinois
$8.33M +$1.12M +24,583 +16%
FAM
31
Family Asset Management
South Carolina
$8.28M +$76.3K +1,675 +0.9%
HHGA
32
Halbert Hargrove Global Advisors
California
$7.42M +$402K +8,820 +6%
LPAM
33
Lodestar Private Asset Management
California
$7.37M +$682K +14,976 +10%
BCP
34
Blue Chip Partners
Michigan
$7.02M -$1.71M -37,605 -20%
MG
35
Mather Group
Illinois
$6.85M – – –
Osaic Holdings
36
Osaic Holdings
Arizona
$6.79M +$2.83M +62,036 +71%
GCM
37
Gallacher Capital Management
Colorado
$6.66M -$208K -4,555 -3%
SCM
38
Seascape Capital Management
New Hampshire
$6.46M +$1.14M +25,101 +21%
BWP
39
Bernardo Wealth Planning
Pennsylvania
$6.36M +$702K +15,410 +12%
CAC
40
Certified Advisory Corp
Florida
$6.3M +$3.01M +66,123 +92%
DWP
41
Daymark Wealth Partners
Ohio
$6.09M +$916K +20,110 +18%
4WM
42
49 Wealth Management
Texas
$6.03M -$857K -18,948 -12%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$5.87M +$1.56M +34,255 +36%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$5.53M +$120K +2,635 +2%
CSPAM
45
Cary Street Partners Asset Management
Virginia
$5.46M +$873K +19,170 +19%
AIA
46
Armor Investment Advisors
North Carolina
$5.21M +$869K +19,066 +20%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$5.08M +$5.08M +111,475 New
SDWMA
48
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.78M +$573K +12,576 +14%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$4.33M +$1.53M +33,558 +55%
JSW
50
Journey Strategic Wealth
New Jersey
$4.24M +$4.24M +93,065 New
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