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JPMorgan Income ETF
JPIE

66 hedge funds and large institutions have $233M invested in JPMorgan Income ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 3

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

91% more capital invested

Capital invested by funds: $122M → $233M (+$111M)

83% more funds holding

Funds holding: 36 → 66 (+30)

0.7% more ownership

Funds ownership: 80.37% → 81.08% (+0.7%)

Holders
66
Holders Change
+30
Holders Change %
+83.33%
% of All Funds
1.06%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
33
Increased
22
Reduced
7
Closed
3
Calls
$2.67M
Puts
–
Net Calls
+$2.67M
Net Calls Change
+$975K

Top Buyers

Rank Fund Capital Flow
1
HFS
Heritage Financial Services
Massachusetts
+$71.9M
2
PS
Planned Solutions
California
+$11.8M
3
MFG
Magnus Financial Group
New York
+$8.85M
4
PWM
Prentice Wealth Management
New York
+$5.43M
5
MA
Mutual Advisors
Nebraska
+$5.26M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$52.4M
2
BL
BFSG LLC
California
-$2.21M
3
FMP
Financial Management Professionals
Texas
-$1.7M
4
SOS
Silver Oak Securities
Tennessee
-$526K
5
TFA
TPG Financial Advisors
Oregon
-$398K
Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
26
Sage Rhino Capital
California
$1.35M +$1.34M +29,993 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.19M +$933K +20,826 +371%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.15M +$188K +4,200 +20%
IA
29
Integrity Advisory
Kansas
$1.11M +$512K +11,440 +86%
Jane Street
30
Jane Street
New York
$1.1M +$708K +15,816 +183%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.02M +$311K +6,933 +44%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$962K +$955K +21,318 New
LPAM
33
Lodestar Private Asset Management
California
$932K +$925K +20,655 New
IC
34
IEQ Capital
California
$917K +$910K +20,328 New
TNBTD
35
Trustmark National Bank Trust Department
Mississippi
$902K +$895K +19,985 New
MPWT
36
MassMutual Private Wealth & Trust
Connecticut
$894K -$52.6K -1,174 -6%
VCM
37
Virtue Capital Management
Tennessee
$888K +$90.7K +2,025 +11%
BWA
38
Burt Wealth Advisors
Maryland
$874K +$485K +10,834 +127%
WWM
39
Western Wealth Management
Colorado
$798K -$222K -4,959 -22%
CSPAM
40
Cary Street Partners Asset Management
Virginia
$765K +$759K +16,945 New
HWP
41
Highline Wealth Partners
California
$752K +$746K +16,665 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$662K +$341K +7,604 +107%
HA
43
Herold Advisors
New York
$652K +$305K +6,802 +89%
MG
44
Mather Group
Illinois
$595K +$591K +13,186 New
JWBC
45
John W. Brooker & Co
California
$575K +$571K +12,751 New
CA
46
Cornerstone Advisory
Maryland
$547K +$543K +12,124 New
BMCM
47
Burns Matteson Capital Management
New York
$478K +$475K +10,604 New
PAG
48
Private Advisor Group
New Jersey
$464K +$461K +10,289 New
SIG
49
Sargent Investment Group
Maryland
$443K +$440K +9,815 New
SOS
50
Silver Oak Securities
Tennessee
$414K -$526K -11,745 -56%
1
2
3

JPIE Hedge Fund Activity: Q4 2022 in Review

66 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q4 2022, worth a combined $233M — up 91% from $122M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new JPIE positions and 3 closed out — a net gain of 30 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Heritage Financial Services, adding an estimated $71.9M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $52.4M sold.

  • 66 institutional investors held JPMorgan Income ETF (JPIE) as of Q4 2022, up from 36 in Q3 2022.
  • Funds reported $233M of JPMorgan Income ETF stock for Q4 2022, up 91% quarter-over-quarter.
  • 33 funds opened new JPMorgan Income ETF positions in Q4 2022 and 3 closed out, a net change of +30 holders.
  • The largest JPMorgan Income ETF buyer in Q4 2022 was Heritage Financial Services, an estimated $71.9M added.
  • The largest JPMorgan Income ETF seller in Q4 2022 was JP Morgan Chase, an estimated $52.4M sold.

Based on aggregated 13F filings for Q4 2022.