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JPMorgan Income ETF
JPIE

Overview Fund Activity

133 hedge funds and large institutions have $493M invested in JPMorgan Income ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
133
Holders Change
+24
Holders Change %
+22.02%
% of All Funds
2.12%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
28
Increased
79
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$19.6M
2
HHGA
2
Halbert Hargrove Global Advisors
California
$6.53M
3
HFS
3
Heritage Financial Services
Massachusetts
$90.8M
4
GCM
4
Gallacher Capital Management
Colorado
$7.21M
5
DOA
5
D'Orazio & Associates
Virginia
$8.64M

Top Sellers

1
PWM
1
Prentice Wealth Management
New York
$251K
2
DIM
2
Delta Investment Management
California
$461K
3
FAM
3
Family Asset Management
South Carolina
$8.67M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.39M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
TGAM
51
TBH Global Asset Management
Tennessee
$1.83M +$1.08M +24,361 +145%
VCM
52
Virtue Capital Management
Tennessee
$1.83M – – –
SCA
53
Scott Capital Advisors
Oregon
$1.79M +$29K +657 +2%
MG
54
Mather Group
Illinois
$1.75M +$415K +9,353 +31%
HA
55
Herold Advisors
New York
$1.71M +$204K +4,590 +14%
SPC
56
Sigma Planning Corp
Michigan
$1.69M +$78.1K +1,758 +5%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$1.66M +$497K +11,186 +43%
MML Investors Services
58
MML Investors Services
Massachusetts
$1.63M +$1.31M +29,607 +416%
TNBTD
59
Trustmark National Bank Trust Department
Mississippi
$1.58M – – –
RA
60
Rockingstone Advisors
Massachusetts
$1.55M -$119K -2,670 -7%
SRC
61
Sage Rhino Capital
California
$1.52M +$84.3K +1,898 +6%
BCP
62
Blue Chip Partners
Michigan
$1.43M +$1.23M +27,741 +626%
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$1.4M +$350K +7,881 +33%
SWM
64
Spire Wealth Management
Virginia
$1.21M +$293K +6,588 +32%
CW
65
CreativeOne Wealth
Kansas
$1.2M +$56K +1,262 +5%
AA
66
Advisory Alpha
Michigan
$1.19M +$166K +3,739 +16%
IWC
67
Integrated Wealth Concepts
Massachusetts
$1.16M +$1.16M +26,158 New
CWM
68
Centurion Wealth Management
Virginia
$1.16M +$242K +5,456 +26%
AWM
69
Axxcess Wealth Management
California
$1.15M +$601K +13,544 +111%
FCFC
70
First Citizens Financial Corp
Iowa
$1.12M +$257K +5,792 +30%
IC
71
IEQ Capital
California
$1.11M – – –
SC
72
Savant Capital
Illinois
$1.04M +$1.04M +23,426 New
PCM
73
Pennsylvania Capital Management
Pennsylvania
$1M +$1M +22,530 New
SOS
74
Silver Oak Securities
Tennessee
$929K +$83.7K +1,884 +10%
WWM
75
Western Wealth Management
Colorado
$912K +$8.66K +195 +1%
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