JPMorgan Income ETF
JPIE
31 hedge funds and large institutions have $120M invested in JPMorgan Income ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 4 closing their positions.
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
63% more funds holding
Funds holding: 19 → 31 (+12)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $127M → $120M (-$7.75M)
12.09% less ownership
Funds ownership: 94.11% → 82.01% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$2.11M |
| 2 |
Morgan Stanley
New York
|
+$1.6M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.41M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.04M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$723K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$10.8M |
| 2 |
Jane Street
New York
|
-$998K |
| 3 |
PAG
Paladin Advisory Group
Clive,
Iowa
|
-$872K |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
-$691K |
| 5 |
BL
BFSG LLC
Irvine,
California
|
-$366K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KTC
26
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $32K | – | – | – |
|
|
PWM
27
Prentice Wealth Management
Rochester,
New York
| $23K | +$23.5K | +500 | New |
|
|
EWA
28
EverSource Wealth Advisors
Birmingham,
Alabama
| $15K | – | – | – |
|
|
CTC
29
Central Trust Company
Jefferson City,
Missouri
| $1K | +$753 | +16 | New |
|
30
Rockefeller Capital Management
New York
| $1K | +$1.93K | +41 | New |
|
|
31
Jane Street
New York
| – | -$998K | -20,797 | Closed |
|
|
PAG
32
Paladin Advisory Group
Clive,
Iowa
| – | -$872K | -18,526 | Closed |
|
|
5L
33
55I LLC
Boston,
Massachusetts
| – | -$691K | -14,405 | Closed |
|
34
Koshinski Asset Management
Decatur,
Illinois
| – | -$155K | -3,231 | Closed |
|
|
PFGIA
35
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | +$471 | +10 | New |
|
JPIE Hedge Fund Activity: Q2 2022 in Review
31 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q2 2022, worth a combined $120M — down 6.1% from $127M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new JPIE positions and 4 closed out — a net gain of 12 holders — while 11 added to existing stakes and 2 trimmed.
The largest buyer was Financial Management Professionals, adding an estimated $2.11M. The largest seller was JP Morgan Chase, cutting an estimated $10.8M.
- 31 institutional investors held JPMorgan Income ETF (JPIE) as of Q2 2022, up from 19 in Q1 2022.
- Funds reported $120M of JPMorgan Income ETF stock for Q2 2022, down 6.1% quarter-over-quarter.
- 16 funds opened new JPMorgan Income ETF positions in Q2 2022 and 4 closed out, a net change of +12 holders.
- The largest JPMorgan Income ETF buyer in Q2 2022 was Financial Management Professionals, an estimated $2.11M added.
- The largest JPMorgan Income ETF seller in Q2 2022 was JP Morgan Chase, an estimated $10.8M sold.
Based on aggregated 13F filings for Q2 2022.