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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.

New
Increased
Maintained
Reduced
Closed
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 %
RWPA
101
Richard W. Paul & Associates
Michigan
$687K +$48.1K +1,055 +8%
GM
102
GeoWealth Management
Illinois
$676K +$40.3K +882 +6%
DIM
103
Delta Investment Management
California
$670K +$196K +4,304 +41%
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$668K +$668K +14,651 New
O3W
105
Omni 360 Wealth
New Jersey
$649K +$649K +14,237 New
CAN
106
Cetera Advisor Networks
California
$627K +$92.6K +2,030 +17%
DI
107
DFPG Investments
Utah
$603K +$133K +2,930 +28%
IAIM
108
International Assets Investment Management
Florida
$588K +$588K +12,900 New
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$552K +$552K +12,099 New
LSPW
110
Lake Street Private Wealth
Illinois
$535K +$29.1K +637 +6%
NW
111
NewEdge Wealth
Pennsylvania
$531K +$531K +11,650 New
BAG
112
Bridgewealth Advisory Group
California
$522K +$522K +11,443 New
PWM
113
Perigon Wealth Management
California
$498K +$498K +10,909 New
FWA
114
FSM Wealth Advisors
Ohio
$497K +$74.2K +1,627 +18%
BMCM
115
Burns Matteson Capital Management
New York
$496K -$33.3K -730 -6%
FFA
116
Farther Finance Advisors
California
$470K +$110K +2,419 +31%
MAG
117
Mayfair Advisory Group
Alabama
$466K +$142K +3,131 +44%
FH
118
FWG Holdings
Florida
$464K +$24.1K +531 +5%
NFP
119
Narus Financial Partners
Utah
$443K +$443K +9,721 New
HAS
120
HBW Advisory Services
California
$396K +$396K +8,686 New
WF
121
Wayfinding Financial
Washington
$393K -$871 -19 -0.2%
SIG
122
Sargent Investment Group
Maryland
$389K -$20.5K -450 -5%
IPAM
123
Investment Partners Asset Management
New Jersey
$382K +$382K +8,379 New
HighTower Advisors
124
HighTower Advisors
Illinois
$365K +$365K +7,988 New
APW
125
Atlantic Private Wealth
North Carolina
$355K – – –
3 4
5
6 7