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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.

New
Increased
Maintained
Reduced
Closed
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
Royal Bank of Canada
Ontario, Canada
$86.8M
2
SFA
Sequoia Financial Advisors
Ohio
$70M
3
SC
Savant Capital
Illinois
$38.2M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$36.5M
5
Morgan Stanley
Morgan Stanley
New York
$35.2M

Top Sellers

1
MAG
MRA Advisory Group
New Jersey
$0
2
KAM
Kensington Asset Management
Texas
$0
3
FAM
Family Asset Management
South Carolina
$1.99M
4
4WM
49 Wealth Management
Texas
$992K
5
GCM
Gallacher Capital Management
Colorado
$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
126
International Assets Investment Management
Florida
$508K -$37.5K -825 -7%
BAM
127
Belpointe Asset Management
Nevada
$501K -$367K -8,071 -42%
FCA
128
Fortis Capital Advisors
Kansas
$501K -$367K -8,071 -42%
AA
129
Advisory Alpha
Michigan
$500K -$894K -19,658 -64%
FWA
130
FSM Wealth Advisors
Ohio
$497K – – –
LG
131
LaFleur & Godfrey
Michigan
$495K +$229K +5,045 +86%
AAS
132
Avantax Advisory Services
Texas
$482K +$42.6K +937 +10%
FH
133
FWG Holdings
Florida
$480K +$2.65K +58 +0.6%
HighTower Advisors
134
HighTower Advisors
Illinois
$478K +$39.2K +861 +9%
Stifel Financial
135
Stifel Financial
Missouri
$430K +$136K +2,987 +46%
WIA
136
World Investment Advisors
California
$417K +$44.7K +983 +12%
OWM
137
Opes Wealth Management
California
$406K +$128K +2,821 +46%
CA
138
Cornerstone Advisory
Maryland
$375K +$111K +2,443 +42%
IPAM
139
Investment Partners Asset Management
New Jersey
$369K -$10.4K -228 -3%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$362K +$8.87K +195 +3%
APW
141
Atlantic Private Wealth
North Carolina
$353K – – –
CF
142
Convergence Financial
Missouri
$350K +$350K +7,689 New
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$336K +$30.8K +678 +10%
SIG
144
Sargent Investment Group
Maryland
$330K +$330K +7,259 New
NRI
145
NFP Retirement Inc
California
$305K – – –
MC
146
Matisse Capital
Oregon
$305K – – –
RWS
147
Resolute Wealth Strategies
Mississippi
$292K +$43.6K +959 +18%
LPL Financial
148
LPL Financial
California
$289K +$289K +6,353 New
AA
149
Argent Advisors
Louisiana
$282K -$5K -110 -2%
GRP
150
Global Retirement Partners
California
$275K +$4.23K +93 +2%
4 5
6
7 8