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JPMorgan Income ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
126
HighTower Advisors
Illinois
$441K +$75.9K +1,660 +21%
AAS
127
Avantax Advisory Services
Texas
$440K +$233K +5,116 +113%
HAS
128
HBW Advisory Services
California
$396K
IPAM
129
Investment Partners Asset Management
New Jersey
$380K -$1.5K -33 -0.4%
BMCM
130
Burns Matteson Capital Management
New York
$377K -$118K -2,594 -24%
WIA
131
World Investment Advisors
California
$373K +$84.7K +1,860 +29%
SWA
132
Strategies Wealth Advisors
Michigan
$357K +$357K +7,831 New
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$354K -$1.54M -33,789 -81%
APW
134
Atlantic Private Wealth
North Carolina
$354K
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$306K +$306K +6,717 New
MC
136
Matisse Capital
Oregon
$305K
NRI
137
NFP Retirement Inc
California
$305K +$305K +6,700 New
Stifel Financial
138
Stifel Financial
Missouri
$295K +$295K +6,467 New
AA
139
Argent Advisors
Louisiana
$288K
SFS
140
Security Financial Services
Indiana
$287K +$16.8K +368 +6%
OWM
141
Opes Wealth Management
California
$278K +$278K +6,109 New
GRP
142
Global Retirement Partners
California
$271K +$61.2K +1,344 +29%
LG
143
LaFleur & Godfrey
Michigan
$266K +$266K +5,838 New
NA
144
NewEdge Advisors
Louisiana
$265K +$46.1K +1,012 +21%
CA
145
Cornerstone Advisory
Maryland
$264K -$10.1K -222 -4%
LFS
146
Legacy Financial Strategies
Kansas
$260K +$22.3K +490 +9%
BWA
147
Burt Wealth Advisors
Maryland
$259K
KCM
148
Kathmere Capital Management
Pennsylvania
$258K +$258K +5,658 New
DADC
149
D.A. Davidson & Co
Montana
$256K +$44.8K +983 +21%
Comerica Bank
150
Comerica Bank
Texas
$253K +$127K +2,781 +100%