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JPMorgan Income ETF
JPIE

36 hedge funds and large institutions have $122M invested in JPMorgan Income ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

16% more funds holding

Funds holding: 31 → 36 (+5)

2% more capital invested

Capital invested by funds: $120M → $122M (+$2.17M)

1.64% less ownership

Funds ownership: 82.01% → 80.37% (-1.6%)

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
15
Reduced
6
Closed
8
Calls
$1.7M
Puts
–
Net Calls
+$1.7M
Net Calls Change
+$99K

Top Buyers

Rank Fund Capital Flow
1
TFA
TPG Financial Advisors
Oregon
+$16.6M
2
SSC
Syverson Strege & Co
Iowa
+$3.1M
3
AIA
Armor Investment Advisors
North Carolina
+$2.48M
4
FMP
Financial Management Professionals
Texas
+$1.27M
5
WWM
Western Wealth Management
Colorado
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$19.5M
2
Truist Financial
Truist Financial
North Carolina
-$1.38M
3
BL
BFSG LLC
California
-$1.3M
4
DAS
Dynamic Advisor Solutions
Arizona
-$704K
5
DA
Detalus Advisors
Missouri
-$342K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
26
FSM Wealth Advisors
Ohio
$311K +$96.7K +2,098 +43%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$249K +$259K +5,615 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$248K +$259K +5,615 New
MWM
29
Mascoma Wealth Management
New Hampshire
$130K +$136K +2,940 New
Wells Fargo
30
Wells Fargo
California
$90K +$34.3K +744 +58%
RIA
31
Realta Investment Advisors
Delaware
$40K +$41.5K +900 New
EWA
32
EverSource Wealth Advisors
Alabama
$34K +$20.8K +450 +142%
KTC
33
Kistler-Tiffany Companies
Pennsylvania
$31K – – –
MCC
34
Money Concepts Capital
Florida
$6K +$6K +130 New
WWMSC
35
Wagner Wealth Management (South Carolina)
South Carolina
$2K +$2.49K +54 New
CTC
36
Central Trust Company
Missouri
$1K – – –
Truist Financial
37
Truist Financial
North Carolina
– -$1.38M -30,024 Closed
DAS
38
Dynamic Advisor Solutions
Arizona
– -$704K -15,350 Closed
DA
39
Detalus Advisors
Missouri
– -$342K -7,465 Closed
IC
40
IEQ Capital
California
– -$330K -7,192 Closed
UBS Group
41
UBS Group
Switzerland
– -$67K -1,467 Closed
PWM
42
Prentice Wealth Management
New York
– -$23K -500 Closed
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
– -$1K -41 Closed
1
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JPIE Hedge Fund Activity: Q3 2022 in Review

36 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q3 2022, worth a combined $122M — up 1.8% from $120M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JPIE positions and 8 closed out — a net gain of 5 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was TPG Financial Advisors, opening a new position worth an estimated $16.6M. The largest seller was JP Morgan Chase, cutting an estimated $19.5M.

  • 36 institutional investors held JPMorgan Income ETF (JPIE) as of Q3 2022, up from 31 in Q2 2022.
  • Funds reported $122M of JPMorgan Income ETF stock for Q3 2022, up 1.8% quarter-over-quarter.
  • 13 funds opened new JPMorgan Income ETF positions in Q3 2022 and 8 closed out, a net change of +5 holders.
  • The largest JPMorgan Income ETF buyer in Q3 2022 was TPG Financial Advisors, an estimated $16.6M added.
  • The largest JPMorgan Income ETF seller in Q3 2022 was JP Morgan Chase, an estimated $19.5M sold.

Based on aggregated 13F filings for Q3 2022.