JPMorgan Income ETF
JPIE
109 hedge funds and large institutions have $411M invested in JPMorgan Income ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 14 reducing their positions, and 6 closing their positions.
417% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 6
314% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 14
40% more capital invested
Capital invested by funds: $293M → $411M (+$118M)
30% more funds holding
Funds holding: 84 → 109 (+25)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
1.51% more ownership
Funds ownership: 78.02% → 79.53% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$28.2M |
| 2 |
D
Diversified
Wilmington,
Delaware
|
+$16.1M |
| 3 |
FAM
Family Asset Management
Charleston,
South Carolina
|
+$12.1M |
| 4 |
Morgan Stanley
New York
|
+$6.94M |
| 5 |
HFS
Heritage Financial Services
Westwood,
Massachusetts
|
+$6.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$800K |
| 2 |
TFA
TPG Financial Advisors
Portland,
Oregon
|
-$675K |
| 3 |
P
Palladiem
Bryn Mawr,
Pennsylvania
|
-$341K |
| 4 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$304K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$257K |
JPIE Hedge Fund Activity: Q2 2023 in Review
109 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q2 2023, worth a combined $411M — up 40% from $293M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new JPIE positions and 6 closed out — a net gain of 25 holders — while 58 added to existing stakes and 14 trimmed.
The largest buyer was Bank of America, adding an estimated $28.2M. The largest seller was MML Investors Services, cutting an estimated $800K.
- 109 institutional investors held JPMorgan Income ETF (JPIE) as of Q2 2023, up from 84 in Q1 2023.
- Funds reported $411M of JPMorgan Income ETF stock for Q2 2023, up 40% quarter-over-quarter.
- 31 funds opened new JPMorgan Income ETF positions in Q2 2023 and 6 closed out, a net change of +25 holders.
- The largest JPMorgan Income ETF buyer in Q2 2023 was Bank of America, an estimated $28.2M added.
- The largest JPMorgan Income ETF seller in Q2 2023 was MML Investors Services, an estimated $800K sold.
Based on aggregated 13F filings for Q2 2023.