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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 %
MC
176
Matisse Capital
Oregon
$311K – – –
LFS
177
Legacy Financial Strategies
Kansas
$306K +$54K +1,164 +21%
DADC
178
D.A. Davidson & Co
Montana
$295K +$23.2K +500 +9%
AA
179
Argent Advisors
Louisiana
$293K +$5.1K +110 +2%
MCM
180
Manchester Capital Management
Vermont
$288K +$288K +6,200 New
Comerica Bank
181
Comerica Bank
Texas
$281K +$25.9K +558 +10%
EFG
182
Ehrlich Financial Group
California
$280K – – –
AFP
183
Alpha Financial Partners
Kentucky
$280K +$280K +6,034 New
BWA
184
Burt Wealth Advisors
Maryland
$264K – – –
SFM
185
Signet Financial Management
New Jersey
$262K +$20.6K +444 +9%
CL
186
Choreo LLC
Illinois
$258K – – –
CWS
187
Confluence Wealth Services
Pennsylvania
$252K +$252K +5,424 New
IA
188
IFP Advisors
Florida
$243K +$19.8K +426 +9%
TW
189
Transform Wealth
Colorado
$239K +$10.7K +231 +5%
LSIA
190
LaSalle St. Investment Advisors
Illinois
$238K +$1.25K +27 +0.5%
EFS
191
Essex Financial Services
Connecticut
$237K -$38K -825 -14%
GRP
192
Global Retirement Partners
California
$235K -$45.6K -984 -16%
FWP
193
Firethorn Wealth Partners
Georgia
$234K +$234K +5,051 New
PA
194
PFG Advisors
Arizona
$234K +$234K +5,038 New
LSPW
195
Lake Street Private Wealth
Illinois
$222K -$43.8K -944 -16%
PF
196
Penney Financial
Texas
$222K +$222K +4,775 New
DC
197
Davenport & Co
Virginia
$217K +$217K +4,670 New
CHP
198
Cable Hill Partners
Oregon
$216K +$216K +4,655 New
IWP
199
Insight Wealth Partners
Texas
$209K +$1.53K +33 +0.7%
BMCM
200
Burns Matteson Capital Management
New York
$206K -$32.8K -708 -14%
6 7
8
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