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JPMorgan Income ETF
JPIE

Overview Fund Activity

197 hedge funds and large institutions have $1.18B invested in JPMorgan Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 47 reducing their positions, and 12 closing their positions.

Holders
197
Holders Change
+19
Holders Change %
+10.67%
% of All Funds
2.87%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.31%
New
36
Increased
99
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$86.8M
2
SFA
2
Sequoia Financial Advisors
Ohio
$70M
3
TFA
3
TPG Financial Advisors
Oregon
$19M
4
SC
4
Savant Capital
Illinois
$38.2M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$36.5M

Top Sellers

1
MAG
1
MRA Advisory Group
New Jersey
$0
2
KAM
2
Kensington Asset Management
Texas
$0
3
FAM
3
Family Asset Management
South Carolina
$1.99M
4
4WM
4
49 Wealth Management
Texas
$992K
5
GCM
5
Gallacher Capital Management
Colorado
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
1
Heritage Financial Services
Massachusetts
$103M 2,254,884 +84,646 +4%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$92.5M 2,035,038 +195,402 +11%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$86.8M 1,908,942 +1,797,467 +1,612%
SFA
4
Sequoia Financial Advisors
Ohio
$70M 1,539,918 +1,539,918 New
Bank of America
5
Bank of America
North Carolina
$55M 1,210,740 +198,460 +20%
SC
6
Savant Capital
Illinois
$38.2M 840,019 +351,055 +72%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$36.5M 803,346 +296,716 +59%
Morgan Stanley
8
Morgan Stanley
New York
$35.2M 774,767 +244,455 +46%
SPWG
9
Syntegra Private Wealth Group
Missouri
$34.4M 757,507 +18,308 +2%
DOA
10
D'Orazio & Associates
Virginia
$31.3M 689,589 +61,286 +10%
D
11
Diversified
Delaware
$27.3M 601,177 +21,215 +4%
CAWM
12
Capital Advisors Wealth Management
Washington
$22.2M 489,337 +2,527 +0.5%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$22M 482,868 +148,409 +44%
TFA
14
TPG Financial Advisors
Oregon
$19M 418,326 +418,326 New
WWM
15
Wagner Wealth Management
South Carolina
$17.6M 388,207 +79,407 +26%
EWM
16
Echo Wealth Management
Minnesota
$16.2M 355,837 +39,487 +12%
PCM
17
Pennsylvania Capital Management
Pennsylvania
$16.1M 355,097 +24,739 +7%
WA
18
Waverly Advisors
Alabama
$15.5M 340,477 +82,827 +32%
SCA
19
Scott Capital Advisors
Oregon
$15.4M 340,048 +6,118 +2%
PS
20
Planned Solutions
California
$13.7M 301,768 +5,017 +2%
SMC
21
Smith, Moore & Co
Missouri
$12.5M 275,341 +8,453 +3%
MYIA
22
Mount Yale Investment Advisors
Colorado
$12.1M 266,769 +9,848 +4%
MFG
23
Magnus Financial Group
New York
$12M 263,917 +12,838 +5%
FFN
24
Focus Financial Network
Minnesota
$11.4M 248,976 +43,720 +21%
CAC
25
Certified Advisory Corp
Florida
$10.6M 233,995 +95,787 +69%
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