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JPMorgan Income ETF
JPIE

Overview Fund Activity

109 hedge funds and large institutions have $411M invested in JPMorgan Income ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
109
Holders Change
+25
Holders Change %
+29.76%
% of All Funds
1.72%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
31
Increased
58
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$28.3M
2
D
2
Diversified
Delaware
$16M
3
FAM
3
Family Asset Management
South Carolina
$12M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.6M
5
HFS
5
Heritage Financial Services
Massachusetts
$85.9M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$322K
2
TFA
2
TPG Financial Advisors
Oregon
$16.3M
3
P
3
Palladiem
Pennsylvania
$737K
4
WWM
4
WT Wealth Management
Arizona
$0
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
1
Heritage Financial Services
Massachusetts
$85.9M 1,900,204 +138,383 +8%
SPWG
2
Syntegra Private Wealth Group
Missouri
$31.2M 690,981 +86,764 +14%
Bank of America
3
Bank of America
North Carolina
$28.3M 627,207 +618,894 +7,445%
CAWM
4
Capital Advisors Wealth Management
Washington
$17.4M 384,424 +12,297 +3%
TFA
5
TPG Financial Advisors
Oregon
$16.3M 360,832 -14,828 -4%
D
6
Diversified
Delaware
$16M 353,455 +353,455 New
PS
7
Planned Solutions
California
$12.9M 286,003 +8,996 +3%
Morgan Stanley
8
Morgan Stanley
New York
$12.6M 277,814 +152,429 +122%
FAM
9
Family Asset Management
South Carolina
$12M 264,984 +264,971 +2,038,238%
MFG
10
Magnus Financial Group
New York
$10.1M 222,650 +6,193 +3%
FMP
11
Financial Management Professionals
Texas
$9.84M 217,582 +3,257 +2%
FWM
12
Fortress Wealth Management
California
$9.7M 214,524 +57,166 +36%
MA
13
Mutual Advisors
Nebraska
$6.92M 153,017 +5,834 +4%
PWM
14
Prentice Wealth Management
New York
$5.93M 131,127 +5,657 +5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$5.92M 130,959 +95,970 +274%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$5.17M 114,300 +79,755 +231%
SCM
17
Seascape Capital Management
New Hampshire
$4.75M 104,971 +5,162 +5%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$4.67M 103,368 +21,775 +27%
AIA
19
Armor Investment Advisors
North Carolina
$4.37M 96,647 +13,387 +16%
BWP
20
Bernardo Wealth Planning
Pennsylvania
$4.26M 94,263 +11,136 +13%
DIM
21
Delta Investment Management
California
$3.97M 87,939 +8,457 +11%
FFN
22
Focus Financial Network
Minnesota
$3.95M 87,481 -1,336 -2%
PAG
23
Paladin Advisory Group
Iowa
$3.44M 76,001 +2,146 +3%
LWM
24
Lionsbridge Wealth Management
Florida
$3.29M 72,712 +1,373 +2%
EWA
25
Evolution Wealth Advisors
Florida
$3.24M 71,745 +580 +0.8%
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