JPMorgan Income ETF
JPIE
178 hedge funds and large institutions have $897M invested in JPMorgan Income ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 96 increasing their positions, 37 reducing their positions, and 13 closing their positions.
159% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 37
131% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 13
15% more capital invested
Capital invested by funds: $779M → $897M (+$118M)
8% more funds holding
Funds holding: 165 → 178 (+13)
7.7% less ownership
Funds ownership: 85.93% → 78.23% (-7.7%)
13% less funds holding in top 10
Funds holding in top 10: 23 → 20 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$14M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$13.6M |
| 3 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$10.5M |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$9.19M |
| 5 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$9.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.66M |
| 2 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$2.07M |
| 3 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$1.74M |
| 4 |
KV
Kickstand Ventures
Pittsford,
New York
|
-$1.72M |
| 5 |
BCP
Blue Chip Partners
Farmington Hills,
Michigan
|
-$1.71M |
JPIE Hedge Fund Activity: Q1 2024 in Review
178 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q1 2024, worth a combined $897M — up 15% from $779M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new JPIE positions and 13 closed out — a net gain of 17 holders — while 96 added to existing stakes and 37 trimmed.
The largest buyer was Savant Capital, adding an estimated $14M. The largest seller was Morgan Stanley, cutting an estimated $9.66M.
- 178 institutional investors held JPMorgan Income ETF (JPIE) as of Q1 2024, up from 165 in Q4 2023.
- Funds reported $897M of JPMorgan Income ETF stock for Q1 2024, up 15% quarter-over-quarter.
- 30 funds opened new JPMorgan Income ETF positions in Q1 2024 and 13 closed out, a net change of +17 holders.
- The largest JPMorgan Income ETF buyer in Q1 2024 was Savant Capital, an estimated $14M added.
- The largest JPMorgan Income ETF seller in Q1 2024 was Morgan Stanley, an estimated $9.66M sold.
Based on aggregated 13F filings for Q1 2024.