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JPMorgan Income ETF
JPIE

Overview Fund Activity

229 hedge funds and large institutions have $1.64B invested in JPMorgan Income ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
229
Holders Change
+32
Holders Change %
+16.24%
% of All Funds
3.31%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.38%
New
45
Increased
121
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$229M
2
SC
2
Savant Capital
Illinois
$64.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.3M
4
Bank of America
4
Bank of America
North Carolina
$70.8M
5
NW
5
NewEdge Wealth
Pennsylvania
$14M

Top Sellers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$0
2
NA
2
Nordwand Advisors
Pennsylvania
$6.09M
3
FHC
3
First Heartland Consultants
Missouri
$543K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$87.2M
5
Jane Street
5
Jane Street
New York
$736K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
26
Magnus Financial Group
New York
$13.2M +$956K +20,604 +8%
MYIA
27
Mount Yale Investment Advisors
Colorado
$13.2M +$811K +17,472 +7%
FFN
28
Focus Financial Network
Minnesota
$13M +$1.45M +31,303 +13%
JSW
29
Journey Strategic Wealth
New Jersey
$12M +$7.09M +152,780 +144%
FWM
30
Fortress Wealth Management
California
$11.6M +$1.26M +27,079 +12%
VWA
31
Visionary Wealth Advisors
Illinois
$11.4M +$1.98M +42,630 +21%
FWM
32
FMA Wealth Management
Massachusetts
$11.2M +$3.56M +76,807 +46%
DWP
33
Daymark Wealth Partners
Ohio
$11.2M +$3.38M +72,902 +43%
RJA
34
Raymond James & Associates
Florida
$10.9M +$3.53M +76,107 +48%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$10.3M +$3.15M +67,924 +44%
PAG
36
Private Advisor Group
New Jersey
$9.82M +$483K +10,419 +5%
FMP
37
Financial Management Professionals
Texas
$9.4M -$216K -4,659 -2%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$9.14M +$1.68M +36,208 +23%
Osaic Holdings
39
Osaic Holdings
Arizona
$9.07M +$2.57M +55,408 +40%
LPAM
40
Lodestar Private Asset Management
California
$8.98M +$925K +19,938 +11%
RWPA
41
Richard W. Paul & Associates
Michigan
$8.8M +$7.65M +164,879 +662%
BWP
42
Bernardo Wealth Planning
Pennsylvania
$8.61M +$1.08M +23,469 +14%
PWM
43
Prentice Wealth Management
New York
$8.58M +$461K +9,947 +6%
CSPAM
44
Cary Street Partners Asset Management
Virginia
$8.52M +$1.77M +38,067 +26%
MG
45
Mather Group
Illinois
$7.94M +$552K +11,903 +7%
RHP
46
Royal Harbor Partners
Texas
$7.91M +$484K +10,426 +7%
FF
47
Financial Futures
New Jersey
$7.45M +$865K +18,651 +13%
LWM
48
Lionsbridge Wealth Management
Florida
$7.43M -$1.16M -24,975 -13%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$7.32M +$857K +18,472 +13%
BCP
50
Blue Chip Partners
Michigan
$7.01M -$95.8K -2,065 -1%
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