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JPMorgan Income ETF
JPIE

Overview Fund Activity

197 hedge funds and large institutions have $1.18B invested in JPMorgan Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+19
Holders Change %
+10.67%
% of All Funds
2.87%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.31%
New
36
Increased
99
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$86.8M
2
SFA
2
Sequoia Financial Advisors
Ohio
$70M
3
SC
3
Savant Capital
Illinois
$38.2M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$36.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$35.2M

Top Sellers

1
MAG
1
MRA Advisory Group
New Jersey
$0
2
KAM
2
Kensington Asset Management
Texas
$0
3
FAM
3
Family Asset Management
South Carolina
$1.99M
4
4WM
4
49 Wealth Management
Texas
$992K
5
GCM
5
Gallacher Capital Management
Colorado
$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
26
Fortress Wealth Management
California
$10.1M -$24.5K -540 -0.2%
FMP
27
Financial Management Professionals
Texas
$9.42M -$262K -5,763 -3%
VWA
28
Visionary Wealth Advisors
Illinois
$9.18M +$877K +19,296 +11%
PAG
29
Private Advisor Group
New Jersey
$9.15M -$317K -6,963 -3%
NA
30
Nordwand Advisors
Pennsylvania
$8.96M – – –
LWM
31
Lionsbridge Wealth Management
Florida
$8.42M -$71.6K -1,575 -0.8%
PWM
32
Prentice Wealth Management
New York
$7.96M +$7.72M +169,900 +3,286%
LPAM
33
Lodestar Private Asset Management
California
$7.9M +$541K +11,898 +7%
DWP
34
Daymark Wealth Partners
Ohio
$7.69M +$1.62M +35,630 +27%
FWM
35
FMA Wealth Management
Massachusetts
$7.52M -$1.46M -32,093 -16%
BWP
36
Bernardo Wealth Planning
Pennsylvania
$7.43M +$1.08M +23,851 +17%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$7.31M +$1.8M +39,593 +33%
RHP
38
Royal Harbor Partners
Texas
$7.28M +$7.28M +160,084 New
MG
39
Mather Group
Illinois
$7.25M +$414K +9,091 +6%
RJA
40
Raymond James & Associates
Florida
$7.2M +$4.72M +103,799 +190%
HHGA
41
Halbert Hargrove Global Advisors
California
$7.18M -$228K -5,014 -3%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$6.97M +$1.12M +24,537 +19%
BCP
43
Blue Chip Partners
Michigan
$6.96M -$42.6K -938 -0.6%
CSPAM
44
Cary Street Partners Asset Management
Virginia
$6.62M +$1.17M +25,761 +21%
SCM
45
Seascape Capital Management
New Hampshire
$6.49M +$37.2K +819 +0.6%
FF
46
Financial Futures
New Jersey
$6.46M +$2.43M +53,369 +60%
Osaic Holdings
47
Osaic Holdings
Arizona
$6.37M -$404K -8,897 -6%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$6.34M +$2.01M +44,280 +47%
SDWMA
49
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.18M +$1.41M +30,927 +29%
AIA
50
Armor Investment Advisors
North Carolina
$5.88M +$686K +15,086 +13%
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