JPIE icon

JPMorgan Income ETF
JPIE

Overview Fund Activity

66 hedge funds and large institutions have $233M invested in JPMorgan Income ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
66
Holders Change
+30
Holders Change %
+83.33%
% of All Funds
1.06%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
33
Increased
22
Reduced
7
Closed
3
Calls
$2.67M
Puts
–
Net Calls
+$2.67M
Net Calls Change
+$975K

Top Buyers

1
HFS
1
Heritage Financial Services
Massachusetts
$72.8M
2
SPWG
2
Syntegra Private Wealth Group
Missouri
$24.9M
3
PS
3
Planned Solutions
California
$11.9M
4
MFG
4
Magnus Financial Group
New York
$8.92M
5
PWM
5
Prentice Wealth Management
New York
$5.47M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
BL
2
BFSG LLC
California
$0
3
FMP
3
Financial Management Professionals
Texas
$9.65M
4
SOS
4
Silver Oak Securities
Tennessee
$414K
5
TFA
5
TPG Financial Advisors
Oregon
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
1
Heritage Financial Services
Massachusetts
$72.8M 1,614,047 +1,604,859 +17,467%
SPWG
2
Syntegra Private Wealth Group
Missouri
$24.9M 551,456 +551,456 New
CAWM
3
Capital Advisors Wealth Management
Washington
$16.7M 371,059 +29,175 +9%
TFA
4
TPG Financial Advisors
Oregon
$15.8M 351,106 -8,886 -2%
PS
5
Planned Solutions
California
$11.9M 263,500 +263,500 New
FMP
6
Financial Management Professionals
Texas
$9.65M 213,798 -37,892 -15%
MFG
7
Magnus Financial Group
New York
$8.92M 197,643 +197,643 New
PWM
8
Prentice Wealth Management
New York
$5.47M 121,251 +121,251 New
MA
9
Mutual Advisors
Nebraska
$5.3M 117,403 +117,403 New
BWP
10
Bernardo Wealth Planning
Pennsylvania
$3.57M 79,152 +79,152 New
EWA
11
Evolution Wealth Advisors
Florida
$3.32M 73,530 +73,530 New
DIM
12
Delta Investment Management
California
$3.32M 73,519 +1,523 +2%
SSC
13
Syverson Strege & Co
Iowa
$3.08M 68,179 +921 +1%
AIA
14
Armor Investment Advisors
North Carolina
$2.96M 65,638 +11,878 +22%
FWM
15
Fortress Wealth Management
California
$2.89M 64,046 +64,046 New
SCM
16
Seascape Capital Management
New Hampshire
$2.74M 60,654 +60,654 New
Morgan Stanley
17
Morgan Stanley
New York
$2.64M 58,407 +12,352 +27%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.56M 56,817 +21,404 +60%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$2.12M 46,942 +16,121 +52%
GCM
20
Gallacher Capital Management
Colorado
$1.96M 43,457 +43,457 New
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$1.66M 36,790 +11,756 +47%
SPC
22
Sigma Planning Corp
Michigan
$1.56M 34,635 +34,635 New
TWM
23
Tradition Wealth Management
Minnesota
$1.51M 33,398 -247 -0.7%
USCWA
24
U.S. Capital Wealth Advisors
Texas
$1.41M 31,220 +31,220 New
RA
25
Rockingstone Advisors
Massachusetts
$1.38M 30,552 +30,552 New
1
2 3