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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 %
CA
176
Continuum Advisory
Idaho
$65.7K – – –
VWWMG
177
Vermillion & White Wealth Management Group
Pennsylvania
$64.1K +$64.1K +1,410 New
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$58.9K +$58.9K +1,295 New
SWM
179
Spire Wealth Management
Virginia
$51.3K -$1.73M -38,122 -97%
WTC
180
WhitTier Trust Company
Nevada
$41.9K +$20.4K +449 +95%
IHWM
181
Iron Horse Wealth Management
Iowa
$36.4K – – –
NFSG
182
Newbridge Financial Services Group
Florida
$35K – – –
CTC
183
Central Trust Company
Missouri
$27.4K -$3.23K -71 -11%
SPIA
184
Steward Partners Investment Advisory
New York
$26.5K – – –
LFA
185
LGT Financial Advisors
Texas
$26.4K +$45 +1 +0.2%
FGAM
186
Financial Gravity Asset Management
Texas
$25.9K +$25.9K +569 New
GWS
187
Glassman Wealth Services
Virginia
$9.32K +$2.96K +65 +46%
BFEC
188
Benjamin F. Edwards & Company
Missouri
$5K – – –
PS
189
Principal Securities
Iowa
$4.55K +$4.55K +100 New
RAM
190
Riggs Asset Management
Pennsylvania
$3.82K – – –
SIS
191
Sound Income Strategies
Florida
$2.59K +$2.59K +57 New
WP
192
WealthShield Partners
North Carolina
$2.41K – – –
FHC
193
First Heartland Consultants
Missouri
$2.26K -$23 -512 -1%
DFA
194
DHJJ Financial Advisors
Illinois
$410 – – –
FHA
195
First Horizon Advisors
Tennessee
$364 +$364 +8 New
ACA
196
Aptus Capital Advisors
Alabama
$45 -$21.6K -480 -100%
Fidelity Investments
197
Fidelity Investments
Massachusetts
$45 +$45 +1 New
Wells Fargo
198
Wells Fargo
California
$14 -$24 -1 Closed
MAG
199
MRA Advisory Group
New Jersey
– -$10.2M -223,474 Closed
KAM
200
Kensington Asset Management
Texas
– -$8.58M -188,250 Closed
5 6 7
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