JPIE icon

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 %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$872K +$872K +19,644 New
JWBC
77
John W. Brooker & Co
California
$866K +$101K +2,284 +13%
BWA
78
Burt Wealth Advisors
Maryland
$773K – – –
P
79
Palladiem
Pennsylvania
$724K – – –
AWM
80
Altus Wealth Management
Kentucky
$686K +$686K +15,461 New
MWM
81
MorganRosel Wealth Management
Colorado
$686K +$158K +3,550 +30%
CFG
82
Cooper Financial Group
California
$685K +$218K +4,912 +47%
AWM
83
AE Wealth Management
Kansas
$661K +$117K +2,646 +22%
CA
84
Cornerstone Advisory
Maryland
$651K -$169K -3,811 -21%
RWPA
85
Richard W. Paul & Associates
Michigan
$622K +$88.6K +1,995 +17%
GM
86
GeoWealth Management
Illinois
$618K +$157K +3,547 +34%
FAIM
87
Financial Advocates Investment Management
Washington
$542K +$35K +789 +7%
CAN
88
Cetera Advisor Networks
California
$520K +$300K +6,751 +136%
BMCM
89
Burns Matteson Capital Management
New York
$515K +$266 +6 +0.1%
LSPW
90
Lake Street Private Wealth
Illinois
$492K +$492K +11,094 New
RJFSA
91
Raymond James Financial Services Advisors
Florida
$476K +$476K +10,730 New
DIM
92
Delta Investment Management
California
$461K -$3.44M -77,553 -88%
DI
93
DFPG Investments
Utah
$458K +$458K +10,380 New
FH
94
FWG Holdings
Florida
$424K +$1.32K +30 +0.3%
FWA
95
FSM Wealth Advisors
Ohio
$412K – – –
SIG
96
Sargent Investment Group
Maryland
$399K – – –
WF
97
Wayfinding Financial
Washington
$380K +$111K +2,514 +41%
AWAP
98
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$363K +$222 +5 +0.1%
Truist Financial
99
Truist Financial
North Carolina
$354K +$31.3K +705 +10%
FFA
100
Farther Finance Advisors
California
$350K +$67K +1,510 +24%
2 3
4
5 6