JPIE icon

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.

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 %
JWBC
101
John W. Brooker & Co
California
$1.06M -$39.7K -873 -4%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$1.01M +$307K +6,754 +44%
4WM
103
49 Wealth Management
Texas
$992K -$5.04M -111,490 -84%
DIM
104
Delta Investment Management
California
$955K +$65.2K +1,434 +7%
CFG
105
Cooper Financial Group
California
$950K -$311K -6,840 -25%
VCM
106
Virtue Capital Management
Tennessee
$939K +$219K +4,788 +30%
AFS
107
Annapolis Financial Services
Maryland
$932K +$932K +20,507 New
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$906K +$116K +2,552 +15%
MFG
109
Menard Financial Group
Texas
$808K +$48.6K +1,068 +6%
AWS
110
Atria Wealth Solutions
New York
$775K -$17.7K -389 -2%
VAM
111
Vienna Asset Management
California
$721K +$478K +10,518 +197%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$716K +$716K +15,744 New
APP
113
Avantax Planning Partners
Iowa
$664K +$664K +14,597 New
Creative Planning
114
Creative Planning
Kansas
$646K +$646K +14,204 New
Citadel Advisors
115
Citadel Advisors
Florida
$635K +$635K +13,970 New
DAS
116
Diversify Advisory Services
Utah
$635K +$635K +13,975 New
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$631K +$3.86K +85 +0.6%
WF
118
Wayfinding Financial
Washington
$626K +$172K +3,780 +38%
FAIM
119
Financial Advocates Investment Management
Washington
$602K +$602K +13,235 New
KAS
120
Kestra Advisory Services
Texas
$584K +$40.7K +896 +7%
GM
121
GeoWealth Management
Illinois
$573K +$88.8K +1,953 +18%
FFA
122
Farther Finance Advisors
California
$570K -$29.3K -649 -5%
WCFA
123
Walkner Condon Financial Advisors
Wisconsin
$547K -$15.4K -339 -3%
MAG
124
Mayfair Advisory Group
Alabama
$524K – – –
TC
125
TownSquare Capital
Utah
$521K -$207K -4,553 -28%
3 4
5
6 7