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JPMorgan Income ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
126
Kestra Advisory Services
Texas
$344K +$125K +2,741 +57%
FAIM
127
Financial Advocates Investment Management
Washington
$332K -$280K -5,578 -46%
MC
128
Matisse Capital
Oregon
$306K
WIA
129
World Investment Advisors
California
$290K +$290K +6,319 New
AA
130
Argent Advisors
Louisiana
$288K
Envestnet Portfolio Solutions
131
Envestnet Portfolio Solutions
Illinois
$282K +$282K +6,193 New
CA
132
Cornerstone Advisory
Maryland
$275K -$394K -8,644 -59%
SFS
133
Security Financial Services
Indiana
$271K +$9.99K +219 +4%
BWA
134
Burt Wealth Advisors
Maryland
$259K -$535K -11,732 -67%
AWA
135
Arete Wealth Advisors
Illinois
$254K +$10.3K +225 +4%
SFM
136
Signet Financial Management
New Jersey
$246K +$19.3K +423 +8%
PWM
137
Prentice Wealth Management
New York
$239K -$18.7K -410 -7%
LFS
138
Legacy Financial Strategies
Kansas
$238K -$25.5K -558 -10%
EFG
139
Ehrlich Financial Group
California
$223K +$223K +4,879 New
NA
140
NewEdge Advisors
Louisiana
$220K -$105K -2,307 -32%
DADC
141
D.A. Davidson & Co
Montana
$211K +$1.41K +31 +0.7%
GRP
142
Global Retirement Partners
California
$210K -$36K -789 -15%
MWM
143
Mascoma Wealth Management
New Hampshire
$209K -$8.67K -190 -4%
AAS
144
Avantax Advisory Services
Texas
$207K +$207K +4,539 New
IAP
145
Indie Asset Partners
Indiana
$205K +$205K +4,501 New
GSC
146
G&S Capital
Colorado
$205K +$205K +4,487 New
JWA
147
JFS Wealth Advisors
Pennsylvania
$192K +$20.5K +450 +12%
AF
148
Advisornet Financial
Minnesota
$182K +$2.42K +53 +1%
UBS Group
149
UBS Group
Switzerland
$169K +$163K +3,565 +2,721%
CT
150
Colonial Trust
South Carolina
$140K