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JPMorgan Income ETF
JPIE

Overview Fund Activity

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
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$22.3M
2
Bank of America
2
Bank of America
North Carolina
$46.1M
3
WWM
3
Wagner Wealth Management
South Carolina
$14.1M
4
WA
4
Waverly Advisors
Alabama
$11.7M
5
SMC
5
Smith, Moore & Co
Missouri
$12.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.2M
2
VCM
2
Virtue Capital Management
Tennessee
$711K
3
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$0
4
KV
4
Kickstand Ventures
New York
$2.84M
5
BCP
5
Blue Chip Partners
Michigan
$7.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWS
151
Resolute Wealth Strategies
Mississippi
$249K +$249K +5,456 New
VAM
152
Vienna Asset Management
California
$243K +$243K +5,332 New
SFM
153
Signet Financial Management
New Jersey
$238K -$8.34K -183 -3%
PWM
154
Prentice Wealth Management
New York
$236K -$3.24K -71 -1%
EFG
155
Ehrlich Financial Group
California
$222K – – –
JWA
156
JFS Wealth Advisors
Pennsylvania
$203K +$11.4K +250 +6%
AF
157
Advisornet Financial
Minnesota
$184K +$2.55K +56 +1%
IA
158
IFP Advisors
Florida
$144K +$36.4K +798 +34%
CT
159
Colonial Trust
South Carolina
$140K – – –
EWA
160
EverSource Wealth Advisors
Alabama
$65.6K +$25.5K +566 +64%
CA
161
Continuum Advisory
Idaho
$65.3K +$65.3K +1,445 New
MWM
162
Mascoma Wealth Management
New Hampshire
$54K -$155K -3,405 -74%
UBS Group
163
UBS Group
Switzerland
$38.9K -$130K -2,843 -77%
IHWM
164
Iron Horse Wealth Management
Iowa
$36.4K – – –
NFSG
165
Newbridge Financial Services Group
Florida
$35.1K +$35.1K +770 New
CTC
166
Central Trust Company
Missouri
$30.7K – – –
SPIA
167
Steward Partners Investment Advisory
New York
$26.6K -$5.01K -110 -16%
LFA
168
LGT Financial Advisors
Texas
$26.4K -$1.46K -32 -5%
ACA
169
Aptus Capital Advisors
Alabama
$21.9K +$21.9K +481 New
WTC
170
WhitTier Trust Company
Nevada
$21.5K – – –
GWS
171
Glassman Wealth Services
Virginia
$6.38K +$6.38K +140 New
BFEC
172
Benjamin F. Edwards & Company
Missouri
$5K – – –
RAM
173
Riggs Asset Management
Pennsylvania
$3.83K – – –
WP
174
WealthShield Partners
North Carolina
$2.42K +$2.42K +53 New
AWM
175
Abound Wealth Management
Tennessee
$2.28K +$2.28K +50 New
4 5 6
7
8