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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
VWA
51
Visionary Wealth Advisors
Illinois
$785K +$536K +11,761 +218%
TGAM
52
TBH Global Asset Management
Tennessee
$698K +$695K +15,255 New
JWBC
53
John W. Brooker & Co
California
$689K +$103K +2,260 +18%
MG
54
Mather Group
Illinois
$653K +$49K +1,074 +8%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$597K -$74.8K -1,642 -11%
SOS
56
Silver Oak Securities
Tennessee
$560K +$139K +3,053 +33%
BMCM
57
Burns Matteson Capital Management
New York
$531K +$45.2K +992 +9%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$511K -$394K -8,651 -44%
SIG
59
Sargent Investment Group
Maryland
$446K -$2.28K -50 -0.5%
FH
60
FWG Holdings
Florida
$429K +$428K +9,379 New
FWA
61
FSM Wealth Advisors
Ohio
$423K +$101K +2,225 +32%
MWM
62
MorganRosel Wealth Management
Colorado
$423K +$421K +9,231 New
Bank of America
63
Bank of America
North Carolina
$381K +$379K +8,313 New
MC
64
Matisse Capital
Oregon
$307K +$305K +6,700 New
WWM
65
WT Wealth Management
Arizona
$304K – – –
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$257K – – –
MAG
67
Mayfair Advisory Group
Alabama
$243K +$243K +5,323 New
DWP
68
Daymark Wealth Partners
Ohio
$240K +$239K +5,250 New
MWM
69
Mascoma Wealth Management
New Hampshire
$231K -$17.1K -375 -7%
CFG
70
Cooper Financial Group
California
$229K +$228K +5,000 New
AAS
71
Avantax Advisory Services
Texas
$219K +$218K +4,774 New
DADC
72
D.A. Davidson & Co
Montana
$210K +$209K +4,586 New
SFM
73
Signet Financial Management
New Jersey
$209K -$23.8K -523 -10%
JWA
74
JFS Wealth Advisors
Pennsylvania
$165K +$4.56K +100 +3%
FFA
75
Farther Finance Advisors
California
$138K +$138K +3,020 New
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.