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JPMorgan Income ETF
JPIE

Overview Fund Activity

229 hedge funds and large institutions have $1.64B invested in JPMorgan Income ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+32
Holders Change %
+16.24%
% of All Funds
3.31%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.38%
New
45
Increased
121
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$229M
2
SC
2
Savant Capital
Illinois
$64.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.3M
4
Bank of America
4
Bank of America
North Carolina
$70.8M
5
NW
5
NewEdge Wealth
Pennsylvania
$14M

Top Sellers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$0
2
NA
2
Nordwand Advisors
Pennsylvania
$6.09M
3
FHC
3
First Heartland Consultants
Missouri
$543K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$87.2M
5
Jane Street
5
Jane Street
New York
$736K
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWMA
51
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.82M +$511K +11,016 +8%
AIA
52
Armor Investment Advisors
North Carolina
$6.64M +$638K +13,755 +11%
SCM
53
Seascape Capital Management
New Hampshire
$6.57M -$45.7K -986 -0.7%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$6.13M +$5.78M +124,684 +1,686%
NA
55
Nordwand Advisors
Pennsylvania
$6.09M -$3.06M -65,905 -33%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$5.96M +$1.2M +25,966 +25%
CSPIA
57
Cary Street Partners Investment Advisory
Virginia
$5.85M +$1.52M +32,796 +35%
IPA
58
Investment Planning Advisors
Georgia
$5.56M – – –
TGAM
59
TBH Global Asset Management
Tennessee
$5.14M +$548K +11,813 +12%
MML Investors Services
60
MML Investors Services
Massachusetts
$5.03M +$494K +10,643 +11%
NA
61
NewEdge Advisors
Louisiana
$4.94M +$4.67M +100,575 +1,731%
BAG
62
Bridgewealth Advisory Group
California
$4.87M +$748K +16,116 +18%
SWA
63
Strategies Wealth Advisors
Michigan
$4.56M +$428K +9,230 +10%
NF
64
NavPoint Financial
Minnesota
$4.55M +$4.55M +98,137 New
SW
65
SkyOak Wealth
Michigan
$4.42M +$633K +13,653 +17%
CA
66
Cornerstone Advisory
Maryland
$4.34M +$3.96M +85,347 +1,036%
RMF
67
Red Mountain Financial
Colorado
$4.15M +$403K +8,692 +11%
MFG
68
Marmo Financial Group
Tennessee
$4.14M +$652K +14,053 +19%
SSC
69
Syverson Strege & Co
Iowa
$4.05M +$129K +2,773 +3%
PAG
70
Paladin Advisory Group
Iowa
$3.83M -$17.3K -373 -0.4%
LIS
71
Legacy Investment Solutions
Idaho
$3.82M +$3.82M +83,645 New
LWMI
72
Legacy Wealth Management (Idaho)
Idaho
$3.82M +$3.82M +83,645 New
TWM
73
Tradition Wealth Management
Minnesota
$3.8M +$255K +5,493 +7%
PFS
74
Prospera Financial Services
Texas
$3.71M +$3.46M +74,474 +1,362%
MWA
75
MN Wealth Advisors
Kansas
$3.64M +$238K +5,130 +7%
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3
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