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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
1
JPMorgan Chase & Co
New York
$229M
2
SC
2
Savant Capital
Illinois
$64.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.3M
4
Bank of America
4
Bank of America
North Carolina
$70.8M
5
NW
5
NewEdge Wealth
Pennsylvania
$14M

Top Sellers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$0
2
NA
2
Nordwand Advisors
Pennsylvania
$6.09M
3
FHC
3
First Heartland Consultants
Missouri
$543K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$87.2M
5
Jane Street
5
Jane Street
New York
$736K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
151
Avantax Advisory Services
Texas
$572K +$80.3K +1,732 +16%
IWN
152
Independent Wealth Network
Iowa
$572K +$572K +12,324 New
WCFA
153
Walkner Condon Financial Advisors
Wisconsin
$568K +$10.1K +218 +2%
Stifel Financial
154
Stifel Financial
Missouri
$561K +$122K +2,634 +28%
LG
155
LaFleur & Godfrey
Michigan
$560K +$54.8K +1,182 +11%
FHC
156
First Heartland Consultants
Missouri
$543K -$1.76M -38,023 -76%
MAG
157
Mayfair Advisory Group
Alabama
$529K – – –
LPL Financial
158
LPL Financial
California
$527K +$232K +5,010 +79%
FWA
159
FSM Wealth Advisors
Ohio
$507K – – –
Creative Planning
160
Creative Planning
Kansas
$484K -$175K -3,780 -27%
FH
161
FWG Holdings
Florida
$476K -$5.65K -123 -1%
CF
162
Convergence Financial
Missouri
$472K +$115K +2,481 +32%
RWS
163
Resolute Wealth Strategies
Mississippi
$469K +$172K +3,701 +58%
OWM
164
Opes Wealth Management
California
$435K +$21K +452 +5%
IPAM
165
Investment Partners Asset Management
New Jersey
$404K +$27.6K +596 +7%
AA
166
Advisory Alpha
Michigan
$398K -$112K -2,407 -22%
AC
167
Addison Capital
Pennsylvania
$391K +$164K +3,529 +72%
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$364K +$364K +7,857 New
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$361K -$9.05K -195 -2%
APW
170
Atlantic Private Wealth
North Carolina
$361K – – –
MS
171
Madden Securities
Texas
$360K +$360K +7,758 New
TC
172
TownSquare Capital
Utah
$352K -$179K -3,865 -34%
MOS
173
MGO One Seven
Ohio
$337K +$337K +7,266 New
JWA
174
JFS Wealth Advisors
Pennsylvania
$313K +$81.2K +1,750 +35%
NRI
175
NFP Retirement Inc
California
$311K – – –
5 6
7
8 9