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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 %
Comerica Bank
151
Comerica Bank
Texas
$127K -$82.8K -1,816 -40%
IA
152
IFP Advisors
Florida
$108K +$77.7K +1,703 +258%
EWA
153
EverSource Wealth Advisors
Alabama
$40.6K +$638 +14 +2%
ASN
154
Advisory Services Network
Georgia
$37.9K +$37.9K +831 New
IHWM
155
Iron Horse Wealth Management
Iowa
$36.5K +$36.5K +800 New
RFA
156
Resurgent Financial Advisors
Georgia
$35.1K +$35.1K +770 New
SPIA
157
Steward Partners Investment Advisory
New York
$31.7K
CTC
158
Central Trust Company
Missouri
$30.7K +$15.7K +344 +105%
LFA
159
LGT Financial Advisors
Texas
$27.9K -$69.2K -1,518 -71%
WTC
160
WhitTier Trust Company
Nevada
$21.5K +$21.5K +472 New
BFEC
161
Benjamin F. Edwards & Company
Missouri
$5K
RAM
162
Riggs Asset Management
Pennsylvania
$3.83K
CI
163
Cordant Inc
Oregon
$1.23K +$1.23K +27 New
HWP
164
Highline Wealth Partners
California
$1.04K
DFA
165
DHJJ Financial Advisors
Illinois
$411
MA
166
Mutual Advisors
Nebraska
-$6.82M -153,596 Closed
IC
167
IEQ Capital
California
-$1.11M -25,108 Closed
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
-$872K -19,644 Closed
AWAP
169
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$363K -8,175 Closed
Stifel Financial
170
Stifel Financial
Missouri
-$213K -4,807 Closed
PSCM
171
Per Stirling Capital Management
Texas
-$209K -4,715 Closed
Royal Bank of Canada
172
Royal Bank of Canada
Ontario, Canada
-$38K -867 Closed
Wells Fargo
173
Wells Fargo
California
-$8.17K -184 Closed
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
-$577 -13 Closed