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JPMorgan Income ETF
JPIE

Overview Fund Activity

229 hedge funds and large institutions have $1.64B invested in JPMorgan Income ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
229
Holders Change
+32
Holders Change %
+16.24%
% of All Funds
3.31%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.38%
New
45
Increased
121
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$229M
2
EA
2
Enclave Advisors
Texas
$35.7M
3
DE
3
Diversified Enterprises
Delaware
$28.8M
4
SC
4
Savant Capital
Illinois
$64.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$58.3M

Top Sellers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$0
2
NA
2
Nordwand Advisors
Pennsylvania
$6.09M
3
FHC
3
First Heartland Consultants
Missouri
$543K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$87.2M
5
Jane Street
5
Jane Street
New York
$736K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$229M 4,929,890 +2,894,852 +142%
HFS
2
Heritage Financial Services
Massachusetts
$110M 2,366,448 +111,564 +5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$87.2M 1,879,225 -29,717 -2%
SFA
4
Sequoia Financial Advisors
Ohio
$76M 1,637,431 +97,513 +6%
Bank of America
5
Bank of America
North Carolina
$70.8M 1,526,246 +315,506 +26%
SC
6
Savant Capital
Illinois
$64.1M 1,380,954 +540,935 +64%
Morgan Stanley
7
Morgan Stanley
New York
$58.3M 1,257,195 +482,428 +62%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$42.3M 910,818 +107,472 +13%
SPWG
9
Syntegra Private Wealth Group
Missouri
$41M 883,099 +125,592 +17%
EA
10
Enclave Advisors
Texas
$35.7M 769,558 +769,558 New
DOA
11
D'Orazio & Associates
Virginia
$35.1M 756,628 +67,039 +10%
D
12
Diversified
Delaware
$28.8M 620,213 +19,036 +3%
DE
13
Diversified Enterprises
Delaware
$28.8M 620,213 +620,213 New
VAS
14
Vestmark Advisory Solutions
Massachusetts
$26M 561,199 +78,331 +16%
WWM
15
Wagner Wealth Management
South Carolina
$24.8M 533,900 +145,693 +38%
CAWM
16
Capital Advisors Wealth Management
Washington
$21.8M 470,901 -18,436 -4%
EWM
17
Echo Wealth Management
Minnesota
$19.9M 434,342 +78,505 +22%
TFA
18
TPG Financial Advisors
Oregon
$19.4M 418,942 +616 +0.1%
WA
19
Waverly Advisors
Alabama
$18.5M 398,975 +58,498 +17%
PCM
20
Pennsylvania Capital Management
Pennsylvania
$17.5M 376,377 +21,280 +6%
SCA
21
Scott Capital Advisors
Oregon
$16.2M 349,370 +9,322 +3%
PS
22
Planned Solutions
California
$14.5M 313,172 +11,404 +4%
NW
23
NewEdge Wealth
Pennsylvania
$14M 302,160 +302,160 New
CAC
24
Certified Advisory Corp
Florida
$14M 301,859 +67,864 +29%
SMC
25
Smith, Moore & Co
Missouri
$13.4M 288,910 +13,569 +5%
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