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JPMorgan Income ETF
JPIE

Overview Fund Activity

165 hedge funds and large institutions have $779M invested in JPMorgan Income ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 84 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
165
Holders Change
+32
Holders Change %
+24.06%
% of All Funds
2.42%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.34%
New
42
Increased
84
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$75.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.9M
3
DOA
3
D'Orazio & Associates
Virginia
$24.7M
4
EWM
4
Echo Wealth Management
Minnesota
$13.4M
5
PCM
5
Pennsylvania Capital Management
Pennsylvania
$12.9M

Top Sellers

1
MA
1
Mutual Advisors
Nebraska
$0
2
CAWM
2
Capital Advisors Wealth Management
Washington
$19M
3
IC
3
IEQ Capital
California
$0
4
SPC
4
Sigma Planning Corp
Michigan
$853K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
1
Heritage Financial Services
Massachusetts
$93.4M 2,048,486 +3,817 +0.2%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$75.1M 1,647,084 +1,206,626 +274%
Morgan Stanley
3
Morgan Stanley
New York
$33.9M 742,968 +531,517 +251%
SPWG
4
Syntegra Private Wealth Group
Missouri
$33.3M 729,800 +3,285 +0.5%
Bank of America
5
Bank of America
North Carolina
$32.6M 713,905 +44,171 +7%
DOA
6
D'Orazio & Associates
Virginia
$24.7M 542,214 +347,647 +179%
CAWM
7
Capital Advisors Wealth Management
Washington
$19M 417,282 -39,284 -9%
D
8
Diversified
Delaware
$17.6M 385,051 +13,072 +4%
TFA
9
TPG Financial Advisors
Oregon
$17.3M 381,993 +2,734 +0.7%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$17.1M 374,800 +163,423 +77%
PS
11
Planned Solutions
California
$13.5M 295,889 +1,973 +0.7%
EWM
12
Echo Wealth Management
Minnesota
$13.4M 294,574 +294,574 New
SCA
13
Scott Capital Advisors
Oregon
$13.2M 288,412 +247,843 +611%
PCM
14
Pennsylvania Capital Management
Pennsylvania
$12.9M 283,034 +260,504 +1,156%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$12.1M 264,870 +28,873 +12%
MYIA
16
Mount Yale Investment Advisors
Colorado
$11.3M 247,577 +247,577 New
MFG
17
Magnus Financial Group
New York
$10.9M 239,134 +11,606 +5%
FWM
18
Fortress Wealth Management
California
$10.3M 225,136 -4,656 -2%
FFN
19
Focus Financial Network
Minnesota
$10.1M 220,501 +119,723 +119%
FMP
20
Financial Management Professionals
Texas
$10.1M 221,696 -2,578 -1%
MAG
21
MRA Advisory Group
New Jersey
$10.1M 220,464 +133,042 +152%
BCP
22
Blue Chip Partners
Michigan
$8.74M 191,673 +159,501 +496%
PAG
23
Private Advisor Group
New Jersey
$8.39M 183,847 +111,695 +155%
NA
24
Nordwand Advisors
Pennsylvania
$8.36M 183,375 +183,375 New
SC
25
Savant Capital
Illinois
$8.22M 180,135 +156,709 +669%
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