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JPMorgan Income ETF
JPIE

Overview Fund Activity

229 hedge funds and large institutions have $1.64B invested in JPMorgan Income ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+32
Holders Change %
+16.24%
% of All Funds
3.31%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.38%
New
45
Increased
121
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$229M
2
SC
2
Savant Capital
Illinois
$64.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.3M
4
Bank of America
4
Bank of America
North Carolina
$70.8M
5
NW
5
NewEdge Wealth
Pennsylvania
$14M

Top Sellers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$0
2
NA
2
Nordwand Advisors
Pennsylvania
$6.09M
3
FHC
3
First Heartland Consultants
Missouri
$543K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$87.2M
5
Jane Street
5
Jane Street
New York
$736K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$3.36M +$1.34M +28,897 +67%
ORC
77
O'Rourke & Company
Massachusetts
$3.31M +$3.31M +71,284 New
Truist Financial
78
Truist Financial
North Carolina
$3.06M +$867K +18,691 +40%
EWA
79
Evolution Wealth Advisors
Florida
$2.95M +$928 +20 +0%
TNBTD
80
Trustmark National Bank Trust Department
Mississippi
$2.92M – – –
KV
81
Kickstand Ventures
New York
$2.9M +$2.9M +62,536 New
AWS
82
Atria Wealth Solutions
New York
$2.85M +$2.06M +44,493 +261%
CF
83
Clarity Financial
Texas
$2.82M +$2.82M +60,778 New
GWM
84
Geneos Wealth Management
Colorado
$2.8M +$1.23M +26,609 +79%
EFS
85
Econ Financial Services
Pennsylvania
$2.73M +$263K +5,669 +11%
MWM
86
MorganRosel Wealth Management
Colorado
$2.63M +$69.9K +1,506 +3%
USCWA
87
U.S. Capital Wealth Advisors
Texas
$2.62M +$190K +4,102 +8%
Focus Partners Wealth
88
Focus Partners Wealth
Massachusetts
$2.6M +$561K +12,098 +27%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$2.57M +$1.84M +39,750 +252%
FAM
90
Family Asset Management
South Carolina
$2.51M +$480K +10,345 +24%
GCM
91
Gallacher Capital Management
Colorado
$2.46M -$170K -3,654 -6%
KWA
92
Kingswood Wealth Advisors
California
$2.42M +$2.42M +52,170 New
JCM
93
Janney Capital Management
Pennsylvania
$2.37M -$47.4K -1,022 -2%
PBO
94
Peoples Bank (Ohio)
Ohio
$2.26M -$14.7K -317 -0.6%
FA
95
Fiduciary Alliance
South Carolina
$2.08M +$357K +7,697 +21%
O3W
96
Omni 360 Wealth
New Jersey
$2.07M +$349K +7,516 +20%
HIP
97
HUB Investment Partners
Texas
$2.06M -$40.1K -864 -2%
CWM
98
Centurion Wealth Management
Virginia
$2.06M +$2.06M +44,314 New
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$2.05M +$1.13M +24,326 +122%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$2.05M +$1.02M +22,072 +100%
2 3
4
5 6