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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 %
RWPA
101
Richard W. Paul & Associates
Michigan
$881K +$195K +4,274 +28%
BAM
102
Belpointe Asset Management
Nevada
$870K +$870K +19,092 New
FCA
103
Fortis Capital Advisors
Kansas
$870K +$870K +19,092 New
AWS
104
Atria Wealth Solutions
New York
$794K -$456 -10 -0.1%
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$792K +$124K +2,731 +19%
MFG
106
Menard Financial Group
Texas
$761K +$761K +16,707 New
SOS
107
Silver Oak Securities
Tennessee
$751K -$291K -6,395 -28%
TC
108
TownSquare Capital
Utah
$730K +$730K +16,016 New
VCM
109
Virtue Capital Management
Tennessee
$711K -$2.05M -45,571 -74%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$701K -$57.4K -1,260 -8%
NFP
111
Narus Financial Partners
Utah
$692K +$249K +5,472 +56%
PWM
112
Perigon Wealth Management
California
$679K +$182K +3,996 +37%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$628K +$77.2K +1,695 +14%
IAP
114
Indie Asset Partners
Indiana
$627K +$422K +9,252 +206%
FFA
115
Farther Finance Advisors
California
$600K +$135K +2,977 +29%
WCFA
116
Walkner Condon Financial Advisors
Wisconsin
$564K +$564K +12,370 New
KAS
117
Kestra Advisory Services
Texas
$545K +$202K +4,424 +59%
IAIM
118
International Assets Investment Management
Florida
$542K -$41.1K -910 -7%
LSPW
119
Lake Street Private Wealth
Illinois
$532K -$2.96K -65 -0.6%
MAG
120
Mayfair Advisory Group
Alabama
$524K +$56.2K +1,234 +12%
FWA
121
FSM Wealth Advisors
Ohio
$498K +$1.28K +28 +0.3%
GM
122
GeoWealth Management
Illinois
$486K -$189K -4,150 -28%
ICG
123
InterOcean Capital Group
Tennessee
$476K +$476K +10,440 New
FH
124
FWG Holdings
Florida
$472K +$10.3K +228 +2%
WF
125
Wayfinding Financial
Washington
$452K +$64.7K +1,433 +17%
3 4
5
6 7