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JPMorgan Income ETF
JPIE

Overview Fund Activity

84 hedge funds and large institutions have $293M invested in JPMorgan Income ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+18
Holders Change %
+27.27%
% of All Funds
1.34%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
23
Increased
43
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
Heritage Financial Services
Massachusetts
+$6.76M
2
FWM
Fortress Wealth Management
California
+$4.27M
3
FFN
Focus Financial Network
Minnesota
+$4.07M
4
LWM
Lionsbridge Wealth Management
Florida
+$3.27M
5
Morgan Stanley
Morgan Stanley
New York
+$3.07M

Top Sellers

1
GCM
Gallacher Capital Management
Colorado
-$1.08M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$999K
3
HWP
Highline Wealth Partners
California
-$752K
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$567K
5
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
51
Visionary Wealth Advisors
Illinois
$785K +$538K +11,761 +218%
TGAM
52
TBH Global Asset Management
Tennessee
$698K +$698K +15,255 New
JWBC
53
John W. Brooker & Co
California
$689K +$104K +2,260 +18%
MG
54
Mather Group
Illinois
$653K +$49.2K +1,074 +8%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$597K -$75.2K -1,642 -11%
SOS
56
Silver Oak Securities
Tennessee
$560K +$140K +3,053 +33%
BMCM
57
Burns Matteson Capital Management
New York
$531K +$45.4K +992 +9%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$511K -$396K -8,651 -44%
SIG
59
Sargent Investment Group
Maryland
$446K -$2.28K -50 -0.5%
FH
60
FWG Holdings
Florida
$429K +$429K +9,379 New
FWA
61
FSM Wealth Advisors
Ohio
$423K +$102K +2,225 +32%
MWM
62
MorganRosel Wealth Management
Colorado
$423K +$423K +9,231 New
Bank of America
63
Bank of America
North Carolina
$381K +$381K +8,313 New
MC
64
Matisse Capital
Oregon
$307K +$307K +6,700 New
WWM
65
WT Wealth Management
Arizona
$304K – – –
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$257K – – –
MAG
67
Mayfair Advisory Group
Alabama
$243K +$243K +5,323 New
DWP
68
Daymark Wealth Partners
Ohio
$240K +$240K +5,250 New
MWM
69
Mascoma Wealth Management
New Hampshire
$231K -$17.2K -375 -7%
CFG
70
Cooper Financial Group
California
$229K +$229K +5,000 New
AAS
71
Avantax Advisory Services
Texas
$219K +$219K +4,774 New
DADC
72
D.A. Davidson & Co
Montana
$210K +$210K +4,586 New
SFM
73
Signet Financial Management
New Jersey
$209K -$23.9K -523 -10%
JWA
74
JFS Wealth Advisors
Pennsylvania
$165K +$4.58K +100 +3%
FFA
75
Farther Finance Advisors
California
$138K +$138K +3,020 New
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