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JPMorgan Income ETF
JPIE

Overview Fund Activity

31 hedge funds and large institutions have $120M invested in JPMorgan Income ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
31
Holders Change
+12
Holders Change %
+63.16%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
11
Reduced
2
Closed
4
Calls
$1.6M
Puts
–
Net Calls
+$1.6M
Net Calls Change
+$1.6M

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$10.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.05M
3
Truist Financial
3
Truist Financial
North Carolina
$1.38M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$1.01M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$704K

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$73.6M
2
Jane Street
2
Jane Street
New York
$0
3
PAG
3
Paladin Advisory Group
Iowa
$0
4
5L
4
55I LLC
Massachusetts
$0
5
BL
5
BFSG LLC
California
$3.58M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$73.6M 1,605,000 -230,000 -13%
CAWM
2
Capital Advisors Wealth Management
Washington
$15.8M 344,420 +330 +0.1%
FMP
3
Financial Management Professionals
Texas
$10.3M 224,152 +44,716 +25%
BL
4
BFSG LLC
California
$3.58M 78,125 -7,770 -9%
DIM
5
Delta Investment Management
California
$3.07M 66,873 +395 +0.6%
Morgan Stanley
6
Morgan Stanley
New York
$2.05M 44,657 +33,878 +314%
TWM
7
Tradition Wealth Management
Minnesota
$1.45M 31,501 +412 +1%
Truist Financial
8
Truist Financial
North Carolina
$1.38M 30,024 +30,024 New
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$1.04M 22,647 +7,431 +49%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$1.02M 22,272 +12,521 +128%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.01M 22,045 +22,045 New
DAS
12
Dynamic Advisor Solutions
Arizona
$704K 15,350 +15,350 New
IA
13
Integrity Advisory
Kansas
$639K 13,928 +6,294 +82%
Osaic Holdings
14
Osaic Holdings
Arizona
$572K 12,470 +12,470 New
VCM
15
Virtue Capital Management
Tennessee
$538K 11,731 +11,731 New
HFS
16
Heritage Financial Services
Massachusetts
$514K 11,223 +11,223 New
BWA
17
Burt Wealth Advisors
Maryland
$380K 8,284 +8,284 New
DA
18
Detalus Advisors
Missouri
$342K 7,465 +7,465 New
IC
19
IEQ Capital
California
$330K 7,192 +44 +0.6%
CSPIA
20
Cary Street Partners Investment Advisory
Virginia
$303K 6,600 +6,600 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$296K 6,454 +6,454 New
HA
22
Herold Advisors
New York
$292K 6,370 +3,260 +105%
FWA
23
FSM Wealth Advisors
Ohio
$231K 4,926 +4,926 New
UBS Group
24
UBS Group
Switzerland
$67K 1,467 +1,268 +637%
Wells Fargo
25
Wells Fargo
California
$59K 1,285 +1,285 New
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