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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.2M
2
VCM
2
Virtue Capital Management
Tennessee
$711K
3
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$0
4
KV
4
Kickstand Ventures
New York
$2.84M
5
BCP
5
Blue Chip Partners
Michigan
$7.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIP
76
HUB Investment Partners
Texas
$2.07M -$86.2K -1,891 -4%
TNBTD
77
Trustmark National Bank Trust Department
Mississippi
$1.87M +$256K +5,624 +16%
HA
78
Herold Advisors
New York
$1.81M -$109K -2,398 -6%
SWM
79
Spire Wealth Management
Virginia
$1.79M +$451K +9,891 +34%
FCFC
80
First Citizens Financial Corp
Iowa
$1.77M +$50.6K +1,111 +3%
SPC
81
Sigma Planning Corp
Michigan
$1.76M +$912K +20,022 +107%
CWM
82
Centurion Wealth Management
Virginia
$1.74M +$451K +9,900 +35%
IWC
83
Integrated Wealth Concepts
Massachusetts
$1.63M +$417K +9,147 +34%
SRC
84
Sage Rhino Capital
California
$1.62M +$75.4K +1,655 +5%
BCM
85
Beck Capital Management
Texas
$1.58M -$123K -2,694 -7%
FA
86
Fiduciary Alliance
South Carolina
$1.54M +$94.9K +2,098 +7%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$1.46M +$1.46M +32,142 New
MPWT
88
MassMutual Private Wealth & Trust
Connecticut
$1.44M +$80.3K +1,762 +6%
AA
89
Advisory Alpha
Michigan
$1.4M +$31.9K +701 +2%
Envestnet Portfolio Solutions
90
Envestnet Portfolio Solutions
Illinois
$1.36M +$1.08M +23,619 +381%
AWM
91
Altus Wealth Management
Kentucky
$1.35M +$621K +13,621 +85%
CW
92
CreativeOne Wealth
Kansas
$1.3M +$240K +5,262 +23%
CAN
93
Cetera Advisor Networks
California
$1.29M +$662K +14,526 +106%
CFG
94
Cooper Financial Group
California
$1.26M +$226K +4,955 +22%
Northern Trust
95
Northern Trust
Illinois
$1.21M +$1.21M +26,459 New
RA
96
Rockingstone Advisors
Massachusetts
$1.19M -$87K -1,910 -7%
JWBC
97
John W. Brooker & Co
California
$1.1M -$68.3K -1,498 -6%
O3W
98
Omni 360 Wealth
New Jersey
$983K +$334K +7,333 +52%
GWM
99
Geneos Wealth Management
Colorado
$897K +$897K +19,686 New
DIM
100
Delta Investment Management
California
$891K +$222K +4,874 +33%
2 3
4
5 6