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JPMorgan Income ETF
JPIE

Overview Fund Activity

178 hedge funds and large institutions have $897M invested in JPMorgan Income ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 96 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+13
Holders Change %
+7.88%
% of All Funds
2.58%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.29%
New
30
Increased
96
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
$22.3M
2
Bank of America
Bank of America
North Carolina
$46.1M
3
WWM
Wagner Wealth Management
South Carolina
$14.1M
4
WA
Waverly Advisors
Alabama
$11.7M
5
SMC
Smith, Moore & Co
Missouri
$12.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$24.2M
2
VCM
Virtue Capital Management
Tennessee
$711K
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
4
KV
Kickstand Ventures
New York
$2.84M
5
BCP
Blue Chip Partners
Michigan
$7.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$4.22M +$989K +21,699 +31%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$4.17M +$418K +9,182 +11%
FF
53
Financial Futures
New Jersey
$4.04M +$4.04M +88,672 New
TWM
54
Tradition Wealth Management
Minnesota
$3.99M +$372K +8,171 +10%
TGAM
55
TBH Global Asset Management
Tennessee
$3.94M -$1.04M -22,900 -21%
CSPIA
56
Cary Street Partners Investment Advisory
Virginia
$3.73M +$664K +14,577 +22%
PAG
57
Paladin Advisory Group
Iowa
$3.61M +$65.3K +1,444 +2%
SSC
58
Syverson Strege & Co
Iowa
$3.49M +$131K +2,882 +4%
AWM
59
Axxcess Wealth Management
California
$3.48M -$222K -4,883 -6%
MML Investors Services
60
MML Investors Services
Massachusetts
$3.15M +$1.26M +27,671 +67%
BAG
61
Bridgewealth Advisory Group
California
$3.1M +$2.58M +56,539 +494%
EWA
62
Evolution Wealth Advisors
Florida
$3.01M -$139K -3,045 -4%
KV
63
Kickstand Ventures
New York
$2.84M -$1.72M -37,779 -38%
SW
64
SkyOak Wealth
Michigan
$2.79M +$480K +10,545 +21%
MWA
65
MN Wealth Advisors
Kansas
$2.77M +$205K +4,496 +8%
MFG
66
Marmo Financial Group
Tennessee
$2.55M +$2.55M +55,911 New
MWM
67
MorganRosel Wealth Management
Colorado
$2.52M +$1.57M +34,493 +166%
RJA
68
Raymond James & Associates
Florida
$2.49M +$154K +3,374 +7%
JCM
69
Janney Capital Management
Pennsylvania
$2.45M -$38.8K -852 -2%
EFS
70
Econ Financial Services
Pennsylvania
$2.43M +$27.2K +597 +1%
USCWA
71
U.S. Capital Wealth Advisors
Texas
$2.37M +$44.6K +980 +2%
FHC
72
First Heartland Consultants
Missouri
$2.29M +$122K +2,674 +6%
EP
73
Eudaimonia Partners
Tennessee
$2.25M -$803K -17,620 -26%
EA
74
Eudaimonia Advisors
Tennessee
$2.21M -$191K -4,195 -8%
Truist Financial
75
Truist Financial
North Carolina
$2.21M -$946K -20,767 -30%
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