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JPMorgan Income ETF
JPIE

Overview Fund Activity

165 hedge funds and large institutions have $779M invested in JPMorgan Income ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 84 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+32
Holders Change %
+24.06%
% of All Funds
2.42%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.34%
New
42
Increased
84
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$75.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.9M
3
DOA
3
D'Orazio & Associates
Virginia
$24.7M
4
EWM
4
Echo Wealth Management
Minnesota
$13.4M
5
PCM
5
Pennsylvania Capital Management
Pennsylvania
$12.9M

Top Sellers

1
MA
1
Mutual Advisors
Nebraska
$0
2
CAWM
2
Capital Advisors Wealth Management
Washington
$19M
3
IC
3
IEQ Capital
California
$0
4
SPC
4
Sigma Planning Corp
Michigan
$853K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
51
Wagner Wealth Management
South Carolina
$3.54M +$26.2K +574 +0.7%
SSC
52
Syverson Strege & Co
Iowa
$3.36M +$117K +2,565 +4%
CAC
53
Certified Advisory Corp
Florida
$3.29M +$296K +6,482 +10%
Jane Street
54
Jane Street
New York
$3.23M -$454K -9,961 -12%
Truist Financial
55
Truist Financial
North Carolina
$3.16M +$2.8M +61,355 +770%
EWA
56
Evolution Wealth Advisors
Florida
$3.16M -$80.7K -1,769 -2%
RMF
57
Red Mountain Financial
Colorado
$3.14M +$3.14M +68,833 New
SMC
58
Smith, Moore & Co
Missouri
$3.12M +$263K +5,756 +9%
CSPIA
59
Cary Street Partners Investment Advisory
Virginia
$3.07M +$765K +16,783 +33%
EP
60
Eudaimonia Partners
Tennessee
$3.06M +$516K +11,317 +20%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$2.81M +$2.32M +50,818 +474%
VCM
62
Virtue Capital Management
Tennessee
$2.78M +$936K +20,675 +51%
MWA
63
MN Wealth Advisors
Kansas
$2.57M +$2.57M +56,239 New
WA
64
Waverly Advisors
Alabama
$2.53M +$2.53M +55,457 New
JCM
65
Janney Capital Management
Pennsylvania
$2.49M +$2.49M +54,654 New
EFS
66
Econ Financial Services
Pennsylvania
$2.41M +$396K +8,687 +20%
EA
67
Eudaimonia Advisors
Tennessee
$2.41M +$51.2K +1,122 +2%
RJA
68
Raymond James & Associates
Florida
$2.33M +$2.33M +51,191 New
USCWA
69
U.S. Capital Wealth Advisors
Texas
$2.33M +$10K +220 +0.4%
SW
70
SkyOak Wealth
Michigan
$2.32M +$2.32M +50,772 New
FHC
71
First Heartland Consultants
Missouri
$2.17M +$267K +5,848 +14%
HIP
72
HUB Investment Partners
Texas
$2.16M -$146K -3,195 -6%
HA
73
Herold Advisors
New York
$1.92M +$169K +3,706 +10%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$1.9M +$1.9M +41,562 New
MML Investors Services
75
MML Investors Services
Massachusetts
$1.89M +$218K +4,774 +13%
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3
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