JPIE icon

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

Top Sellers

1
HHGA
Halbert Hargrove Global Advisors
California
$0
2
NA
Nordwand Advisors
Pennsylvania
$6.09M
3
FHC
First Heartland Consultants
Missouri
$543K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$87.2M
5
Jane Street
Jane Street
New York
$736K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
201
Transcend Capital Advisors
New Jersey
$204K +$204K +4,403 New
SWM
202
SeaCrest Wealth Management
New York
$204K +$204K +4,390 New
MA
203
Mutual Advisors
Nebraska
$201K +$201K +4,386 New
SAA
204
Southeast Asset Advisors
Georgia
$201K +$201K +4,326 New
AF
205
Advisornet Financial
Minnesota
$193K +$2.55K +55 +1%
NP
206
NorthRock Partners
Minnesota
$108K – – –
EWA
207
EverSource Wealth Advisors
Alabama
$68.6K +$418 +9 +0.6%
VWWMG
208
Vermillion & White Wealth Management Group
Pennsylvania
$65.4K – – –
SS
209
Sunbelt Securities
Texas
$64.8K +$64.8K +1,397 New
CTC
210
Central Trust Company
Missouri
$57.9K +$30K +646 +107%
LFA
211
LGT Financial Advisors
Texas
$47.3K +$20.3K +438 +75%
MWM
212
Mascoma Wealth Management
New Hampshire
$46.4K -$55K -1,185 -54%
WTC
213
WhitTier Trust Company
Nevada
$42.7K – – –
WSFS
214
Wilmington Savings Fund Society
Delaware
$38.1K +$38.1K +822 New
IHWM
215
Iron Horse Wealth Management
Iowa
$37.1K – – –
PTC
216
Private Trust Company
Ohio
$35.8K +$35.8K +771 New
NFSG
217
Newbridge Financial Services Group
Florida
$35.7K – – –
SPIA
218
Steward Partners Investment Advisory
New York
$27.1K – – –
FGC
219
Financial Gravity Companies
Texas
$11K +$11K +238 New
GWS
220
Glassman Wealth Services
Virginia
$9.74K +$232 +5 +2%
PS
221
Principal Securities
Iowa
$4.64K – – –
RAM
222
Riggs Asset Management
Pennsylvania
$3.9K – – –
SIS
223
Sound Income Strategies
Florida
$2.64K – – –
WP
224
WealthShield Partners
North Carolina
$2.46K – – –
SWM
225
Spire Wealth Management
Virginia
$510 -$51.8K -1,118 -99%
6 7 8
9
10