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JPMorgan Income ETF
JPIE

Overview Fund Activity

36 hedge funds and large institutions have $122M invested in JPMorgan Income ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 8 closing their positions.

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
15
Reduced
6
Closed
8
Calls
$1.7M
Puts
–
Net Calls
+$1.7M
Net Calls Change
+$99K

Top Buyers

1
TFA
1
TPG Financial Advisors
Oregon
$15.9M
2
SSC
2
Syverson Strege & Co
Iowa
$2.98M
3
AIA
3
Armor Investment Advisors
North Carolina
$2.38M
4
FMP
4
Financial Management Professionals
Texas
$11.2M
5
WWM
5
Western Wealth Management
Colorado
$1.01M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$52.4M
2
Truist Financial
2
Truist Financial
North Carolina
$0
3
BL
3
BFSG LLC
California
$2.21M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$0
5
DA
5
Detalus Advisors
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$52.4M 1,181,895 -423,105 -26%
TFA
2
TPG Financial Advisors
Oregon
$15.9M 359,992 +359,992 New
CAWM
3
Capital Advisors Wealth Management
Washington
$15.1M 341,884 -2,536 -0.7%
FMP
4
Financial Management Professionals
Texas
$11.2M 251,690 +27,538 +12%
DIM
5
Delta Investment Management
California
$3.19M 71,996 +5,123 +8%
SSC
6
Syverson Strege & Co
Iowa
$2.98M 67,258 +67,258 New
AIA
7
Armor Investment Advisors
North Carolina
$2.38M 53,760 +53,760 New
BL
8
BFSG LLC
California
$2.21M 49,970 -28,155 -36%
Morgan Stanley
9
Morgan Stanley
New York
$2.04M 46,055 +1,398 +3%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.57M 35,413 +13,368 +61%
TWM
11
Tradition Wealth Management
Minnesota
$1.49M 33,645 +2,144 +7%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$1.37M 30,821 +8,549 +38%
CSPIA
13
Cary Street Partners Investment Advisory
Virginia
$1.11M 25,034 +18,434 +279%
WWM
14
Western Wealth Management
Colorado
$1.01M 22,640 +22,640 New
MML Investors Services
15
MML Investors Services
Massachusetts
$939K 21,193 +21,193 New
MPWT
16
MassMutual Private Wealth & Trust
Connecticut
$930K 20,985 -1,662 -7%
SOS
17
Silver Oak Securities
Tennessee
$929K 20,929 +20,929 New
VCM
18
Virtue Capital Management
Tennessee
$782K 17,649 +5,918 +50%
Osaic Holdings
19
Osaic Holdings
Arizona
$699K 15,771 +3,301 +26%
IA
20
Integrity Advisory
Kansas
$588K 13,262 -666 -5%
HFS
21
Heritage Financial Services
Massachusetts
$407K 9,188 -2,035 -18%
Jane Street
22
Jane Street
New York
$383K 8,644 +8,644 New
BWA
23
Burt Wealth Advisors
Maryland
$378K 8,539 +255 +3%
HA
24
Herold Advisors
New York
$339K 7,659 +1,289 +20%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$313K 7,076 +622 +10%
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