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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
$229M
2
SC
Savant Capital
Illinois
$64.1M
3
Morgan Stanley
Morgan Stanley
New York
$58.3M
4
Bank of America
Bank of America
North Carolina
$70.8M
5
NW
NewEdge Wealth
Pennsylvania
$14M

Top Sellers

1
HHGA
Halbert Hargrove Global Advisors
California
$0
2
NA
Nordwand Advisors
Pennsylvania
$6.09M
3
FHC
First Heartland Consultants
Missouri
$543K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$87.2M
5
Jane Street
Jane Street
New York
$736K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
126
Thoroughbred Financial Services
Tennessee
$1.07M +$1.07M +23,020 New
PI
127
PFG Investments
New York
$1.04M +$1.04M +22,499 New
WWM
128
Western Wealth Management
Colorado
$1.03M +$1.03M +22,303 New
JWBC
129
John W. Brooker & Co
California
$984K -$95.9K -2,068 -9%
OMC
130
Old Mission Capital
Illinois
$924K +$924K +19,917 New
TCM
131
Triumph Capital Management
Colorado
$898K +$898K +19,363 New
DIM
132
Delta Investment Management
California
$888K -$86.1K -1,857 -9%
HI
133
Harbour Investments
Wisconsin
$868K +$868K +18,706 New
CAM
134
Cresset Asset Management
Illinois
$812K +$812K +17,508 New
MFG
135
Menard Financial Group
Texas
$807K -$18K -389 -2%
FAIM
136
Financial Advocates Investment Management
Washington
$783K +$169K +3,649 +28%
PP
137
PDS Planning
Ohio
$753K +$753K +16,228 New
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$738K +$93.8K +2,021 +15%
FFA
139
Farther Finance Advisors
California
$738K +$152K +3,270 +26%
Jane Street
140
Jane Street
New York
$736K -$1.26M -27,246 -63%
KAS
141
Kestra Advisory Services
Texas
$729K +$133K +2,864 +22%
WF
142
Wayfinding Financial
Washington
$702K +$62.5K +1,347 +10%
4WM
143
49 Wealth Management
Texas
$682K -$337K -7,270 -33%
WW
144
Waterfront Wealth
Kansas
$643K +$643K +14,021 New
DAS
145
Diversify Advisory Services
Utah
$643K +$46 +1 +0%
OC
146
Oppenheimer & Co
New York
$622K +$390K +8,400 +168%
APP
147
Avantax Planning Partners
Iowa
$615K -$61.7K -1,331 -9%
WIA
148
World Investment Advisors
California
$605K +$180K +3,879 +42%
HighTower Advisors
149
HighTower Advisors
Illinois
$578K +$90.3K +1,947 +19%
GM
150
GeoWealth Management
Illinois
$572K -$13.3K -287 -2%
4 5
6
7 8