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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.

New
Increased
Maintained
Reduced
Closed
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 %
APW
101
Atlantic Private Wealth
North Carolina
$345K – – –
NA
102
NewEdge Advisors
Louisiana
$316K +$14.6K +329 +5%
MAG
103
Mayfair Advisory Group
Alabama
$315K +$60.7K +1,374 +24%
MC
104
Matisse Capital
Oregon
$297K – – –
AA
105
Argent Advisors
Louisiana
$280K – – –
LFS
106
Legacy Financial Strategies
Kansas
$255K +$255K +5,769 New
SFS
107
Security Financial Services
Indiana
$254K +$254K +5,714 New
PWM
108
Prentice Wealth Management
New York
$251K -$5.57M -125,476 -96%
AWA
109
Arete Wealth Advisors
Illinois
$237K +$237K +5,339 New
GRP
110
Global Retirement Partners
California
$237K +$237K +5,391 New
SFM
111
Signet Financial Management
New Jersey
$221K +$11.2K +253 +5%
Stifel Financial
112
Stifel Financial
Missouri
$213K +$213K +4,807 New
KAS
113
Kestra Advisory Services
Texas
$213K +$213K +4,794 New
MWM
114
Mascoma Wealth Management
New Hampshire
$212K – – –
PSCM
115
Per Stirling Capital Management
Texas
$209K +$209K +4,715 New
DADC
116
D.A. Davidson & Co
Montana
$204K +$3.91K +88 +2%
Comerica Bank
117
Comerica Bank
Texas
$204K +$204K +4,591 New
AF
118
Advisornet Financial
Minnesota
$175K +$175K +3,941 New
JWA
119
JFS Wealth Advisors
Pennsylvania
$167K – – –
CT
120
Colonial Trust
South Carolina
$137K +$113K +2,543 +478%
LFA
121
LGT Financial Advisors
Texas
$94.6K -$16.9K -381 -15%
EWA
122
EverSource Wealth Advisors
Alabama
$38.9K +$355 +8 +0.9%
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$38K +$11.1K +253 +41%
SPIA
124
Steward Partners Investment Advisory
New York
$30.8K +$30.8K +694 New
IA
125
IFP Advisors
Florida
$29.3K – – –
2 3 4
5
6