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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.

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 %
CA
101
Continuum Advisory
Idaho
$2.05M +$1.98M +43,420 +3,005%
Lido Advisors
102
Lido Advisors
California
$1.98M – – –
HA
103
Herold Advisors
New York
$1.95M +$13K +281 +0.7%
Envestnet Portfolio Solutions
104
Envestnet Portfolio Solutions
Illinois
$1.87M +$190K +4,085 +11%
FCFC
105
First Citizens Financial Corp
Iowa
$1.84M -$19.7K -425 -1%
SPC
106
Sigma Planning Corp
Michigan
$1.82M +$58.3K +1,256 +3%
Renaissance Technologies
107
Renaissance Technologies
New York
$1.8M +$1.8M +38,900 New
PWM
108
Perigon Wealth Management
California
$1.76M +$261K +5,626 +17%
NFP
109
Narus Financial Partners
Utah
$1.75M +$637K +13,731 +57%
AWM
110
Axxcess Wealth Management
California
$1.71M -$370K -7,979 -18%
CW
111
CreativeOne Wealth
Kansas
$1.71M +$289K +6,224 +20%
MPWT
112
MassMutual Private Wealth & Trust
Connecticut
$1.7M -$47.6K -1,027 -3%
AWM
113
Altus Wealth Management
Kentucky
$1.65M +$289K +6,220 +21%
IWC
114
Integrated Wealth Concepts
Massachusetts
$1.64M -$7.14K -154 -0.4%
BI
115
Beckerman Institutional
New Jersey
$1.62M +$1.62M +34,907 New
SRC
116
Sage Rhino Capital
California
$1.59M -$58.6K -1,264 -4%
HAS
117
HBW Advisory Services
California
$1.58M -$139K -2,989 -8%
SA
118
Sanctuary Advisors
Indiana
$1.49M +$1.49M +32,511 New
ASN
119
Advisory Services Network
Georgia
$1.35M – – –
EWA
120
Etesian Wealth Advisors
Oregon
$1.35M +$1.35M +29,140 New
VAM
121
Vienna Asset Management
California
$1.24M +$509K +10,978 +69%
AFS
122
Annapolis Financial Services
Maryland
$1.24M +$286K +6,160 +30%
IAP
123
Indie Asset Partners
Indiana
$1.22M +$78.8K +1,699 +7%
RA
124
Rockingstone Advisors
Massachusetts
$1.19M -$56.4K -1,215 -5%
CFG
125
Cooper Financial Group
California
$1.1M +$127K +2,744 +13%
3 4
5
6 7