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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Heritage Financial Services
Westwood,
Massachusetts
|
+$6.74M |
| 2 |
FWM
Fortress Wealth Management
Culver City,
California
|
+$4.25M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$4.05M |
| 4 |
PAG
Paladin Advisory Group
Clive,
Iowa
|
+$3.37M |
| 5 |
LWM
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
+$3.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Gallacher Capital Management
Lone Tree,
Colorado
|
-$1.07M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$995K |
| 3 |
HWP
Highline Wealth Partners
Sherman Oaks,
California
|
-$752K |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$565K |
| 5 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$394K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
JP Morgan Chase
New York
| $67K | +$66.4K | +1,456 | New |
|
|
LFA
77
LGT Financial Advisors
Dallas,
Texas
| $41K | +$40.8K | +895 | New |
|
|
EWA
78
EverSource Wealth Advisors
Birmingham,
Alabama
| $39.7K | – | – | – |
|
|
KTC
79
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $32K | – | – | – |
|
80
UBS Group
Zurich,
Switzerland
| $31.5K | +$31.4K | +689 | New |
|
|
CTC
81
Central Trust Company
Jefferson City,
Missouri
| $15.1K | +$14.3K | +313 | +1,956% |
|
82
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.4K | +$188K | +4,119 | +16% |
|
|
TC
83
Truvestments Capital
Sarasota,
Florida
| $870 | – | – | – |
|
|
FAM
84
Family Asset Management
Charleston,
South Carolina
| $595 | -$3.33K | -73 | -85% |
|
|
HWP
85
Highline Wealth Partners
Sherman Oaks,
California
| – | -$752K | -16,665 | Closed |
|
|
NA
86
NewEdge Advisors
New Orleans,
Louisiana
| – | -$64.3K | -1,425 | Closed |
|
|
MCC
87
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$44.1K | -977 | Closed |
|
88
Wells Fargo
San Francisco,
California
| – | -$18.9K | -420 | Closed |
|
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.