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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
FWA
51
FSM Wealth Advisors
Ohio
$317K – – –
WWM
52
WT Wealth Management
Arizona
$300K +$297K +6,635 New
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$253K – – –
MWM
54
Mascoma Wealth Management
New Hampshire
$243K +$110K +2,455 +84%
VWA
55
Visionary Wealth Advisors
Illinois
$243K +$241K +5,386 New
SFM
56
Signet Financial Management
New Jersey
$229K +$227K +5,079 New
JWA
57
JFS Wealth Advisors
Pennsylvania
$158K +$157K +3,500 New
WWMSC
58
Wagner Wealth Management (South Carolina)
South Carolina
$85.5K +$82.5K +1,842 +3,411%
NA
59
NewEdge Advisors
Louisiana
$64.3K +$63.8K +1,425 New
MCC
60
Money Concepts Capital
Florida
$44.1K +$37.9K +847 +652%
EWA
61
EverSource Wealth Advisors
Alabama
$39.2K +$4.48K +100 +13%
KTC
62
Kistler-Tiffany Companies
Pennsylvania
$31.6K – – –
Wells Fargo
63
Wells Fargo
California
$18.9K -$72.1K -1,609 -79%
FAM
64
Family Asset Management
South Carolina
$3.88K +$3.85K +86 New
TC
65
Truvestments Capital
Florida
$857 +$851 +19 New
CTC
66
Central Trust Company
Missouri
$722 – – –
JP Morgan Chase
67
JP Morgan Chase
New York
– -$52.4M -1,181,895 Closed
BL
68
BFSG LLC
California
– -$2.21M -49,970 Closed
RIA
69
Realta Investment Advisors
Delaware
– -$40K -900 Closed
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.