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JPMorgan Income ETF
JPIE

Overview Fund Activity

197 hedge funds and large institutions have $1.18B invested in JPMorgan Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+19
Holders Change %
+10.67%
% of All Funds
2.87%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.31%
New
36
Increased
99
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$86.8M
2
SFA
2
Sequoia Financial Advisors
Ohio
$70M
3
SC
3
Savant Capital
Illinois
$38.2M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$36.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$35.2M

Top Sellers

1
MAG
1
MRA Advisory Group
New Jersey
$0
2
KAM
2
Kensington Asset Management
Texas
$0
3
FAM
3
Family Asset Management
South Carolina
$1.99M
4
4WM
4
49 Wealth Management
Texas
$992K
5
GCM
5
Gallacher Capital Management
Colorado
$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Axxcess Wealth Management
California
$2.04M -$1.43M -31,440 -41%
Focus Partners Wealth
77
Focus Partners Wealth
Massachusetts
$2M +$2M +44,052 New
FAM
78
Family Asset Management
South Carolina
$1.99M -$6.27M -137,891 -76%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$1.97M +$513K +11,295 +35%
Jane Street
80
Jane Street
New York
$1.96M -$2.25M -49,431 -53%
Lido Advisors
81
Lido Advisors
California
$1.94M +$1.94M +42,590 New
HA
82
Herold Advisors
New York
$1.9M +$86.4K +1,901 +5%
FCFC
83
First Citizens Financial Corp
Iowa
$1.82M +$56.3K +1,239 +3%
SPC
84
Sigma Planning Corp
Michigan
$1.73M -$30.3K -666 -2%
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$1.72M +$280K +6,162 +19%
HAS
86
HBW Advisory Services
California
$1.69M +$1.29M +28,437 +327%
O3W
87
Omni 360 Wealth
New Jersey
$1.68M +$703K +15,475 +72%
FA
88
Fiduciary Alliance
South Carolina
$1.68M +$147K +3,239 +10%
Envestnet Portfolio Solutions
89
Envestnet Portfolio Solutions
Illinois
$1.64M +$289K +6,363 +21%
SRC
90
Sage Rhino Capital
California
$1.62M -$455 -10 -0%
IWC
91
Integrated Wealth Concepts
Massachusetts
$1.61M -$12.5K -276 -0.8%
GWM
92
Geneos Wealth Management
Colorado
$1.54M +$643K +14,138 +72%
PWM
93
Perigon Wealth Management
California
$1.47M +$794K +17,462 +117%
CW
94
CreativeOne Wealth
Kansas
$1.39M +$99K +2,178 +8%
ASN
95
Advisory Services Network
Georgia
$1.35M +$1.35M +29,753 New
AWM
96
Altus Wealth Management
Kentucky
$1.33M -$15.6K -343 -1%
RA
97
Rockingstone Advisors
Massachusetts
$1.22M +$35.9K +790 +3%
RWPA
98
Richard W. Paul & Associates
Michigan
$1.13M +$252K +5,553 +29%
IAP
99
Indie Asset Partners
Indiana
$1.12M +$494K +10,871 +79%
NFP
100
Narus Financial Partners
Utah
$1.1M +$405K +8,901 +59%
2 3
4
5 6