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JPMorgan Income ETF
JPIE

Overview Fund Activity

133 hedge funds and large institutions have $493M invested in JPMorgan Income ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
133
Holders Change
+24
Holders Change %
+22.02%
% of All Funds
2.12%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
28
Increased
79
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$19.6M
2
HHGA
2
Halbert Hargrove Global Advisors
California
$6.53M
3
HFS
3
Heritage Financial Services
Massachusetts
$90.8M
4
GCM
4
Gallacher Capital Management
Colorado
$7.21M
5
DOA
5
D'Orazio & Associates
Virginia
$8.64M

Top Sellers

1
PWM
1
Prentice Wealth Management
New York
$251K
2
DIM
2
Delta Investment Management
California
$461K
3
FAM
3
Family Asset Management
South Carolina
$8.67M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.39M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.24M
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
1
Heritage Financial Services
Massachusetts
$90.8M 2,044,669 +144,465 +8%
SPWG
2
Syntegra Private Wealth Group
Missouri
$32.3M 726,515 +35,534 +5%
Bank of America
3
Bank of America
North Carolina
$29.7M 669,734 +42,527 +7%
CAWM
4
Capital Advisors Wealth Management
Washington
$20.3M 456,566 +72,142 +19%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$19.6M 440,458 +440,458 New
TFA
6
TPG Financial Advisors
Oregon
$16.8M 379,259 +18,427 +5%
D
7
Diversified
Delaware
$16.5M 371,979 +18,524 +5%
PS
8
Planned Solutions
California
$13M 293,916 +7,913 +3%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$10.5M 235,997 +121,697 +106%
FWM
10
Fortress Wealth Management
California
$10.2M 229,792 +15,268 +7%
MFG
11
Magnus Financial Group
New York
$10.1M 227,528 +4,878 +2%
FMP
12
Financial Management Professionals
Texas
$9.96M 224,274 +6,692 +3%
Morgan Stanley
13
Morgan Stanley
New York
$9.39M 211,451 -66,363 -24%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$9.39M 211,377 +80,418 +61%
FAM
15
Family Asset Management
South Carolina
$8.67M 195,194 -69,790 -26%
DOA
16
D'Orazio & Associates
Virginia
$8.64M 194,567 +122,853 +171%
GCM
17
Gallacher Capital Management
Colorado
$7.21M 162,467 +142,650 +720%
MA
18
Mutual Advisors
Nebraska
$6.82M 153,596 +579 +0.4%
HHGA
19
Halbert Hargrove Global Advisors
California
$6.53M 147,041 +147,041 New
LPAM
20
Lodestar Private Asset Management
California
$5.58M 125,644 +61,724 +97%
DWP
21
Daymark Wealth Partners
Ohio
$5.03M 113,378 +58,590 +107%
SCM
22
Seascape Capital Management
New Hampshire
$4.96M 111,757 +6,786 +6%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$4.83M 108,863 +5,495 +5%
BWP
24
Bernardo Wealth Planning
Pennsylvania
$4.48M 100,940 +6,677 +7%
FFN
25
Focus Financial Network
Minnesota
$4.47M 100,778 +13,297 +15%
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