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JPMorgan Income ETF
JPIE

Overview Fund Activity

66 hedge funds and large institutions have $233M invested in JPMorgan Income ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
66
Holders Change
+30
Holders Change %
+83.33%
% of All Funds
1.06%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
33
Increased
22
Reduced
7
Closed
3
Calls
$2.67M
Puts
–
Net Calls
+$2.67M
Net Calls Change
+$975K

Top Buyers

1
HFS
1
Heritage Financial Services
Massachusetts
$72.8M
2
PS
2
Planned Solutions
California
$11.9M
3
MFG
3
Magnus Financial Group
New York
$8.92M
4
PWM
4
Prentice Wealth Management
New York
$5.47M
5
MA
5
Mutual Advisors
Nebraska
$5.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
BL
2
BFSG LLC
California
$0
3
FMP
3
Financial Management Professionals
Texas
$9.65M
4
SOS
4
Silver Oak Securities
Tennessee
$414K
5
TFA
5
TPG Financial Advisors
Oregon
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
FWA
51
FSM Wealth Advisors
Ohio
$317K 7,024 – –
WWM
52
WT Wealth Management
Arizona
$300K 6,635 +6,635 New
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$253K 5,615 – –
MWM
54
Mascoma Wealth Management
New Hampshire
$243K 5,395 +2,455 +84%
VWA
55
Visionary Wealth Advisors
Illinois
$243K 5,386 +5,386 New
SFM
56
Signet Financial Management
New Jersey
$229K 5,079 +5,079 New
JWA
57
JFS Wealth Advisors
Pennsylvania
$158K 3,500 +3,500 New
WWM
58
Wagner Wealth Management
South Carolina
$85.5K 1,896 +1,842 +3,411%
NA
59
NewEdge Advisors
Louisiana
$64.3K 1,425 +1,425 New
MCC
60
Money Concepts Capital
Florida
$44.1K 977 +847 +652%
EWA
61
EverSource Wealth Advisors
Alabama
$39.2K 868 +100 +13%
KTC
62
Kistler-Tiffany Companies
Pennsylvania
$31.6K 700 – –
Wells Fargo
63
Wells Fargo
California
$19K 420 -1,609 -79%
FAM
64
Family Asset Management
South Carolina
$3.88K 86 +86 New
TC
65
Truvestments Capital
Florida
$857 19 +19 New
CTC
66
Central Trust Company
Missouri
$722 16 – –
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
– – -1,181,895 Closed
BL
68
BFSG LLC
California
– – -49,970 Closed
RIA
69
Realta Investment Advisors
Delaware
– – -900 Closed
PAG
70
Paladin Advisory Group
Iowa
– – – –
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
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