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JPMorgan Income ETF
JPIE

165 hedge funds and large institutions have $779M invested in JPMorgan Income ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 84 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 9

180% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 30

64% more funds holding in top 10

Funds holding in top 10: 14 → 23 (+9)

58% more capital invested

Capital invested by funds: $493M → $779M (+$287M)

24% more funds holding

Funds holding: 133 → 165 (+32)

6.06% more ownership

Funds ownership: 79.86% → 85.93% (+6.1%)

Holders
165
Holders Change
+32
Holders Change %
+24.06%
% of All Funds
2.41%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.34%
New
42
Increased
84
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$53.8M
2
Morgan Stanley
Morgan Stanley
New York
+$23.7M
3
DOA
D'Orazio & Associates
Virginia
+$15.5M
4
EWM
Echo Wealth Management
Minnesota
+$13.1M
5
PCM
Pennsylvania Capital Management
Pennsylvania
+$11.6M

Top Sellers

Rank Fund Capital Flow
1
MA
Mutual Advisors
Nebraska
-$6.82M
2
CAWM
Capital Advisors Wealth Management
Washington
-$1.75M
3
IC
IEQ Capital
California
-$1.11M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$872K
5
SPC
Sigma Planning Corp
Michigan
-$865K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
26
Family Asset Management
South Carolina
$8.21M -$680K -15,237 -8%
VWA
27
Visionary Wealth Advisors
Illinois
$7.21M +$2.99M +67,019 +74%
RWA
28
Rainsberger Wealth Advisors
Colorado
$7.12M +$6.97M +156,212 New
HHGA
29
Halbert Hargrove Global Advisors
California
$7.03M +$316K +7,091 +5%
FWM
30
FMA Wealth Management
Massachusetts
$7M +$6.85M +153,443 New
4WM
31
49 Wealth Management
Texas
$6.95M +$6.8M +152,409 New
GCM
32
Gallacher Capital Management
Colorado
$6.87M -$527K -11,823 -7%
MG
33
Mather Group
Illinois
$6.85M +$4.94M +110,765 +281%
LPAM
34
Lodestar Private Asset Management
California
$6.7M +$946K +21,194 +17%
LWM
35
Lionsbridge Wealth Management
Florida
$6.54M +$3.12M +69,907 +95%
BWP
36
Bernardo Wealth Planning
Pennsylvania
$5.67M +$1.04M +23,274 +23%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$5.41M +$436K +9,775 +9%
SCM
38
Seascape Capital Management
New Hampshire
$5.33M +$223K +5,003 +4%
DWP
39
Daymark Wealth Partners
Ohio
$5.18M +$6.74K +151 +0.1%
TGAM
40
TBH Global Asset Management
Tennessee
$4.99M +$3.04M +68,114 +165%
CSPAM
41
Cary Street Partners Asset Management
Virginia
$4.6M +$2M +44,864 +80%
KV
42
Kickstand Ventures
New York
$4.56M +$1.36M +30,453 +44%
AIA
43
Armor Investment Advisors
North Carolina
$4.34M -$85.5K -1,916 -2%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$4.31M +$2.55M +57,134 +153%
SDWMA
45
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.21M -$170K -3,811 -4%
Osaic Holdings
46
Osaic Holdings
Arizona
$3.96M +$1.63M +36,481 +72%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$3.76M +$1.81M +40,509 +97%
AWM
48
Axxcess Wealth Management
California
$3.71M +$2.47M +55,450 +215%
TWM
49
Tradition Wealth Management
Minnesota
$3.62M +$596K +13,359 +20%
PAG
50
Paladin Advisory Group
Iowa
$3.58M +$181K +4,058 +5%
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JPIE Hedge Fund Activity: Q4 2023 in Review

165 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q4 2023, worth a combined $779M — up 58% from $493M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new JPIE positions and 9 closed out — a net gain of 33 holders — while 84 added to existing stakes and 30 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $53.8M. The largest seller was Mutual Advisors, exiting entirely with an estimated $6.82M sold.

  • 165 institutional investors held JPMorgan Income ETF (JPIE) as of Q4 2023, up from 133 in Q3 2023.
  • Funds reported $779M of JPMorgan Income ETF stock for Q4 2023, up 58% quarter-over-quarter.
  • 42 funds opened new JPMorgan Income ETF positions in Q4 2023 and 9 closed out, a net change of +33 holders.
  • The largest JPMorgan Income ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $53.8M added.
  • The largest JPMorgan Income ETF seller in Q4 2023 was Mutual Advisors, an estimated $6.82M sold.

Based on aggregated 13F filings for Q4 2023.