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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 %
EFG
151
Ehrlich Financial Group
California
$274K +$52.5K +1,155 +24%
EFS
152
Essex Financial Services
Connecticut
$273K +$273K +5,975 New
DADC
153
D.A. Davidson & Co
Montana
$266K +$11K +242 +4%
NA
154
NewEdge Advisors
Louisiana
$264K -$727 -16 -0.3%
LSPW
155
Lake Street Private Wealth
Illinois
$261K -$270K -5,934 -51%
RVPG
156
Relative Value Partners Group
$261K +$261K +5,732 New
BWA
157
Burt Wealth Advisors
Maryland
$258K – – –
CL
158
Choreo LLC
Illinois
$250K +$250K +5,540 New
Comerica Bank
159
Comerica Bank
Texas
$250K -$2.73K -60 -1%
PFS
160
Prospera Financial Services
Texas
$249K +$249K +5,469 New
LFS
161
Legacy Financial Strategies
Kansas
$246K -$12.5K -277 -5%
SFM
162
Signet Financial Management
New Jersey
$237K -$409 -9 -0.2%
BMCM
163
Burns Matteson Capital Management
New York
$234K -$142K -3,130 -38%
LSIA
164
LaSalle St. Investment Advisors
Illinois
$232K +$232K +5,104 New
JWA
165
JFS Wealth Advisors
Pennsylvania
$227K +$25K +550 +12%
OC
166
Oppenheimer & Co
New York
$227K +$227K +5,000 New
TW
167
Transform Wealth
Colorado
$224K +$224K +4,917 New
AC
168
Addison Capital
Pennsylvania
$223K +$223K +4,904 New
IA
169
IFP Advisors
Florida
$219K +$75K +1,649 +52%
IWP
170
Insight Wealth Partners
Texas
$203K +$203K +4,471 New
SOS
171
Silver Oak Securities
Tennessee
$190K -$559K -12,299 -75%
AF
172
Advisornet Financial
Minnesota
$187K +$2.46K +54 +1%
NP
173
NorthRock Partners
Minnesota
$106K +$106K +2,331 New
MWM
174
Mascoma Wealth Management
New Hampshire
$99.3K +$45.5K +1,000 +84%
EWA
175
EverSource Wealth Advisors
Alabama
$67.4K +$642 +14 +1%
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