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JPMorgan Income ETF
JPIE

Overview Fund Activity

178 hedge funds and large institutions have $897M invested in JPMorgan Income ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 96 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
178
Holders Change
+13
Holders Change %
+7.88%
% of All Funds
2.58%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.29%
New
30
Increased
96
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$22.3M
2
Bank of America
2
Bank of America
North Carolina
$46.1M
3
WWM
3
Wagner Wealth Management
South Carolina
$14.1M
4
WA
4
Waverly Advisors
Alabama
$11.7M
5
SMC
5
Smith, Moore & Co
Missouri
$12.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.2M
2
VCM
2
Virtue Capital Management
Tennessee
$711K
3
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$0
4
KV
4
Kickstand Ventures
New York
$2.84M
5
BCP
5
Blue Chip Partners
Michigan
$7.02M
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
1
Heritage Financial Services
Massachusetts
$98.9M 2,170,238 +121,752 +6%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$83.8M 1,839,636 +192,552 +12%
Bank of America
3
Bank of America
North Carolina
$46.1M 1,012,280 +298,375 +42%
SPWG
4
Syntegra Private Wealth Group
Missouri
$33.7M 739,199 +9,399 +1%
DOA
5
D'Orazio & Associates
Virginia
$28.6M 628,303 +86,089 +16%
D
6
Diversified
Delaware
$26.4M 579,962 +194,911 +51%
Morgan Stanley
7
Morgan Stanley
New York
$24.2M 530,312 -212,656 -29%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$23.1M 506,630 +131,830 +35%
SC
9
Savant Capital
Illinois
$22.3M 488,964 +308,829 +171%
CAWM
10
Capital Advisors Wealth Management
Washington
$22.2M 486,810 +69,528 +17%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$15.2M 334,459 +69,589 +26%
SCA
12
Scott Capital Advisors
Oregon
$15.1M 333,930 +45,518 +16%
PCM
13
Pennsylvania Capital Management
Pennsylvania
$15.1M 330,358 +47,324 +17%
EWM
14
Echo Wealth Management
Minnesota
$14.4M 316,350 +21,776 +7%
WWM
15
Wagner Wealth Management
South Carolina
$14.1M 308,800 +231,185 +298%
PS
16
Planned Solutions
California
$13.5M 296,751 +862 +0.3%
SMC
17
Smith, Moore & Co
Missouri
$12.2M 266,888 +198,518 +290%
WA
18
Waverly Advisors
Alabama
$11.7M 257,650 +202,193 +365%
MYIA
19
Mount Yale Investment Advisors
Colorado
$11.7M 256,921 +9,344 +4%
MFG
20
Magnus Financial Group
New York
$11.4M 251,079 +11,945 +5%
MAG
21
MRA Advisory Group
New Jersey
$10.2M 223,474 +3,010 +1%
FWM
22
Fortress Wealth Management
California
$10.2M 222,982 -2,154 -1%
FMP
23
Financial Management Professionals
Texas
$9.71M 213,006 -8,690 -4%
PAG
24
Private Advisor Group
New Jersey
$9.48M 208,153 +24,306 +13%
FFN
25
Focus Financial Network
Minnesota
$9.21M 205,256 -15,245 -7%
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