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JPMorgan Income ETF
JPIE

Overview Fund Activity

84 hedge funds and large institutions have $293M invested in JPMorgan Income ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+18
Holders Change %
+27.27%
% of All Funds
1.34%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
23
Increased
43
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
Heritage Financial Services
Massachusetts
+$6.76M
2
FWM
Fortress Wealth Management
California
+$4.27M
3
FFN
Focus Financial Network
Minnesota
+$4.07M
4
LWM
Lionsbridge Wealth Management
Florida
+$3.27M
5
Morgan Stanley
Morgan Stanley
New York
+$3.07M

Top Sellers

1
GCM
Gallacher Capital Management
Colorado
-$1.08M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$999K
3
HWP
Highline Wealth Partners
California
-$752K
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$567K
5
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
1
Heritage Financial Services
Massachusetts
$80.6M +$6.76M +147,774 +9%
SPWG
2
Syntegra Private Wealth Group
Missouri
$27.7M +$2.42M +52,761 +10%
TFA
3
TPG Financial Advisors
Oregon
$17.2M +$1.12M +24,554 +7%
CAWM
4
Capital Advisors Wealth Management
Washington
$17M +$48.9K +1,068 +0.3%
PS
5
Planned Solutions
California
$12.7M +$618K +13,507 +5%
MFG
6
Magnus Financial Group
New York
$9.91M +$861K +18,814 +10%
FMP
7
Financial Management Professionals
Texas
$9.81M +$24.1K +527 +0.2%
FWM
8
Fortress Wealth Management
California
$7.2M +$4.27M +93,312 +146%
MA
9
Mutual Advisors
Nebraska
$6.74M +$1.36M +29,780 +25%
PWM
10
Prentice Wealth Management
New York
$5.74M +$193K +4,219 +3%
Morgan Stanley
11
Morgan Stanley
New York
$5.74M +$3.07M +66,978 +115%
SCM
12
Seascape Capital Management
New Hampshire
$4.57M +$1.79M +39,155 +65%
FFN
13
Focus Financial Network
Minnesota
$4.07M +$4.07M +88,817 New
AIA
14
Armor Investment Advisors
North Carolina
$3.81M +$807K +17,622 +27%
BWP
15
Bernardo Wealth Planning
Pennsylvania
$3.81M +$182K +3,975 +5%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$3.73M +$2.76M +60,275 +283%
DIM
17
Delta Investment Management
California
$3.64M +$273K +5,963 +8%
PAG
18
Paladin Advisory Group
Iowa
$3.38M +$3.38M +73,855 New
Osaic Holdings
19
Osaic Holdings
Arizona
$3.28M +$2.24M +48,891 +215%
LWM
20
Lionsbridge Wealth Management
Florida
$3.27M +$3.27M +71,339 New
EWA
21
Evolution Wealth Advisors
Florida
$3.26M -$108K -2,365 -3%
SSC
22
Syverson Strege & Co
Iowa
$3.17M +$47.5K +1,037 +2%
HIP
23
HUB Investment Partners
Texas
$2.51M +$2.51M +54,899 New
EA
24
Eudaimonia Advisors
Tennessee
$2.38M +$2.38M +51,968 New
USCWA
25
U.S. Capital Wealth Advisors
Texas
$2.26M +$826K +18,050 +58%
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