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JPMorgan Income ETF

109 hedge funds and large institutions have $411M invested in JPMorgan Income ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
109
Holders Change
+25
Holders Change %
+29.76%
% of All Funds
1.72%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
31
Increased
58
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
76
Financial Advocates Investment Management
Washington
$516K +$516K +11,407 New
CFG
77
Cooper Financial Group
California
$476K +$250K +5,525 +111%
CAC
78
Certified Advisory Corp
Florida
$471K +$471K +10,418 New
GM
79
GeoWealth Management
Illinois
$469K +$469K +10,379 New
FH
80
FWG Holdings
Florida
$433K +$12.1K +270 +3%
FWA
81
FSM Wealth Advisors
Ohio
$417K +$1.03K +23 +0.2%
SIG
82
Sargent Investment Group
Maryland
$406K -$35.3K -781 -8%
AWAP
83
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$369K +$369K +8,170 New
APW
84
Atlantic Private Wealth
North Carolina
$351K +$351K +7,773 New
Truist Financial
85
Truist Financial
North Carolina
$328K +$328K +7,259 New
MML Investors Services
86
MML Investors Services
Massachusetts
$322K -$795K -17,577 -71%
TCM
87
Triumph Capital Management
Colorado
$314K +$314K +6,950 New
NA
88
NewEdge Advisors
Louisiana
$307K +$307K +6,792 New
MC
89
Matisse Capital
Oregon
$303K
FFA
90
Farther Finance Advisors
California
$288K +$152K +3,352 +111%
AA
91
Argent Advisors
Louisiana
$285K +$285K +6,316 New
WF
92
Wayfinding Financial
Washington
$274K +$274K +6,078 New
MAG
93
Mayfair Advisory Group
Alabama
$257K +$19.2K +430 +8%
CAN
94
Cetera Advisor Networks
California
$225K +$225K +4,967 New
MWM
95
Mascoma Wealth Management
New Hampshire
$215K -$10.8K -240 -5%
SFM
96
Signet Financial Management
New Jersey
$214K +$7.64K +169 +4%
DADC
97
D.A. Davidson & Co
Montana
$204K -$3.62K -80 -2%
BCP
98
Blue Chip Partners
Michigan
$200K +$200K +4,431 New
JWA
99
JFS Wealth Advisors
Pennsylvania
$170K +$6.78K +150 +4%
LFA
100
LGT Financial Advisors
Texas
$113K +$73K +1,616 +181%