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JPMorgan Income ETF
JPIE

84 hedge funds and large institutions have $293M invested in JPMorgan Income ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

231% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 13

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

27% more funds holding

Funds holding: 66 → 84 (+18)

26% more capital invested

Capital invested by funds: $233M → $293M (+$60.6M)

3.05% less ownership

Funds ownership: 81.08% → 78.02% (-3.1%)

Holders
84
Holders Change
+18
Holders Change %
+27.27%
% of All Funds
1.34%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
23
Increased
43
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFS
Heritage Financial Services
Massachusetts
+$6.74M
2
FWM
Fortress Wealth Management
California
+$4.25M
3
FFN
Focus Financial Network
Minnesota
+$4.05M
4
PAG
Paladin Advisory Group
Iowa
+$3.37M
5
LWM
Lionsbridge Wealth Management
Florida
+$3.25M

Top Sellers

Rank Fund Capital Flow
1
GCM
Gallacher Capital Management
Colorado
-$1.07M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$995K
3
HWP
Highline Wealth Partners
California
-$752K
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$565K
5
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$394K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$2.08M +$1.6M +35,169 +342%
Jane Street
27
Jane Street
New York
$1.95M +$830K +18,218 +74%
WWMSC
28
Wagner Wealth Management (South Carolina)
South Carolina
$1.84M +$1.75M +38,388 +2,025%
FHC
29
First Heartland Consultants
Missouri
$1.82M +$1.81M +39,806 New
EP
30
Eudaimonia Partners
Tennessee
$1.79M +$1.78M +39,089 New
VCM
31
Virtue Capital Management
Tennessee
$1.67M +$760K +16,666 +85%
SCA
32
Scott Capital Advisors
Oregon
$1.66M +$1.66M +36,371 New
CSPIA
33
Cary Street Partners Investment Advisory
Virginia
$1.63M -$54.7K -1,200 -3%
SPC
34
Sigma Planning Corp
Michigan
$1.61M +$22.4K +492 +1%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.6M -$995K -21,828 -38%
RA
36
Rockingstone Advisors
Massachusetts
$1.6M +$198K +4,353 +14%
TWM
37
Tradition Wealth Management
Minnesota
$1.59M +$58K +1,272 +4%
VAS
38
Vestmark Advisory Solutions
Massachusetts
$1.58M -$565K -12,397 -26%
SRC
39
Sage Rhino Capital
California
$1.53M +$152K +3,339 +11%
TNBTD
40
Trustmark National Bank Trust Department
Mississippi
$1.45M +$537K +11,770 +59%
LPAM
41
Lodestar Private Asset Management
California
$1.39M +$442K +9,689 +47%
IC
42
IEQ Capital
California
$1.15M +$218K +4,780 +24%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.13M -$31.6K -693 -3%
P
44
Palladiem
Pennsylvania
$1.09M +$1.08M +23,795 New
CSPAM
45
Cary Street Partners Asset Management
Virginia
$1.04M +$263K +5,759 +34%
CA
46
Cornerstone Advisory
Maryland
$974K +$417K +9,154 +76%
GCM
47
Gallacher Capital Management
Colorado
$914K -$1.07M -23,485 -54%
WWM
48
Western Wealth Management
Colorado
$909K +$99K +2,171 +12%
HA
49
Herold Advisors
New York
$853K +$191K +4,180 +29%
BWA
50
Burt Wealth Advisors
Maryland
$815K -$71.1K -1,560 -8%
1
2
3 4

JPIE Hedge Fund Activity: Q1 2023 in Review

84 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q1 2023, worth a combined $293M — up 26% from $233M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JPIE positions and 4 closed out — a net gain of 19 holders — while 43 added to existing stakes and 13 trimmed.

The largest buyer was Heritage Financial Services, adding an estimated $6.74M. The largest seller was Gallacher Capital Management, cutting an estimated $1.07M.

  • 84 institutional investors held JPMorgan Income ETF (JPIE) as of Q1 2023, up from 66 in Q4 2022.
  • Funds reported $293M of JPMorgan Income ETF stock for Q1 2023, up 26% quarter-over-quarter.
  • 23 funds opened new JPMorgan Income ETF positions in Q1 2023 and 4 closed out, a net change of +19 holders.
  • The largest JPMorgan Income ETF buyer in Q1 2023 was Heritage Financial Services, an estimated $6.74M added.
  • The largest JPMorgan Income ETF seller in Q1 2023 was Gallacher Capital Management, an estimated $1.07M sold.

Based on aggregated 13F filings for Q1 2023.