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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.

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 %
BHWA
76
Beacon Harbor Wealth Advisors
Virginia
$1.74M +$1.74M +38,063 New
FCFC
77
First Citizens Financial Corp
Iowa
$1.72M +$571K +12,530 +50%
BCM
78
Beck Capital Management
Texas
$1.71M +$1.71M +37,398 New
TNBTD
79
Trustmark National Bank Trust Department
Mississippi
$1.62M -$10.6K -232 -0.7%
SRC
80
Sage Rhino Capital
California
$1.55M -$10.1K -221 -0.6%
FA
81
Fiduciary Alliance
South Carolina
$1.45M +$1.45M +31,858 New
AA
82
Advisory Alpha
Michigan
$1.37M +$146K +3,193 +12%
MPWT
83
MassMutual Private Wealth & Trust
Connecticut
$1.36M -$72.1K -1,581 -5%
SWM
84
Spire Wealth Management
Virginia
$1.33M +$94K +2,068 +8%
CWM
85
Centurion Wealth Management
Virginia
$1.29M +$96.4K +2,113 +8%
RA
86
Rockingstone Advisors
Massachusetts
$1.28M -$316K -6,935 -20%
IWC
87
Integrated Wealth Concepts
Massachusetts
$1.22M +$22.1K +484 +2%
JWBC
88
John W. Brooker & Co
California
$1.17M +$281K +6,155 +32%
CW
89
CreativeOne Wealth
Kansas
$1.06M -$168K -3,693 -14%
AWM
90
AE Wealth Management
Kansas
$1.05M +$374K +8,191 +55%
SOS
91
Silver Oak Securities
Tennessee
$1.04M +$89.2K +1,955 +9%
CFG
92
Cooper Financial Group
California
$1.04M +$335K +7,344 +48%
MWM
93
MorganRosel Wealth Management
Colorado
$950K +$245K +5,381 +35%
OMC
94
Old Mission Capital
Illinois
$937K +$937K +20,545 New
CFS
95
CGC Financial Services
Oregon
$867K +$867K +19,019 New
SPC
96
Sigma Planning Corp
Michigan
$853K -$884K -19,388 -51%
AWS
97
Atria Wealth Solutions
New York
$796K +$796K +17,444 New
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$759K +$759K +16,639 New
WWM
99
Western Wealth Management
Colorado
$758K -$179K -3,928 -19%
AWM
100
Altus Wealth Management
Kentucky
$734K +$28.5K +625 +4%
2 3
4
5 6