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JPMorgan Income ETF
JPIE

133 hedge funds and large institutions have $493M invested in JPMorgan Income ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

558% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 12

40% more funds holding in top 10

Funds holding in top 10: 10 → 14 (+4)

22% more funds holding

Funds holding: 109 → 133 (+24)

20% more capital invested

Capital invested by funds: $411M → $493M (+$81.7M)

0.33% more ownership

Funds ownership: 79.53% → 79.86% (+0.33%)

Holders
133
Holders Change
+24
Holders Change %
+22.02%
% of All Funds
2.11%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
28
Increased
79
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$19.7M
2
HHGA
Halbert Hargrove Global Advisors
California
+$6.59M
3
HFS
Heritage Financial Services
Massachusetts
+$6.47M
4
GCM
Gallacher Capital Management
Colorado
+$6.39M
5
DOA
D'Orazio & Associates
Virginia
+$5.5M

Top Sellers

Rank Fund Capital Flow
1
PWM
Prentice Wealth Management
New York
-$5.62M
2
DIM
Delta Investment Management
California
-$3.47M
3
FAM
Family Asset Management
South Carolina
-$3.13M
4
Morgan Stanley
Morgan Stanley
New York
-$2.97M
5
Osaic Holdings
Osaic Holdings
Arizona
-$888K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$872K +$880K +19,644 New
JWBC
77
John W. Brooker & Co
California
$866K +$102K +2,284 +13%
BWA
78
Burt Wealth Advisors
Maryland
$773K – – –
P
79
Palladiem
Pennsylvania
$724K – – –
AWM
80
Altus Wealth Management
Kentucky
$686K +$693K +15,461 New
MWM
81
MorganRosel Wealth Management
Colorado
$686K +$159K +3,550 +30%
CFG
82
Cooper Financial Group
California
$685K +$220K +4,912 +47%
AWM
83
AE Wealth Management
Kansas
$661K +$119K +2,646 +22%
CA
84
Cornerstone Advisory
Maryland
$651K -$171K -3,811 -21%
RWPA
85
Richard W. Paul & Associates
Michigan
$622K +$89.4K +1,995 +17%
GM
86
GeoWealth Management
Illinois
$618K +$159K +3,547 +34%
FAIM
87
Financial Advocates Investment Management
Washington
$542K +$35.3K +789 +7%
CAN
88
Cetera Advisor Networks
California
$520K +$302K +6,751 +136%
BMCM
89
Burns Matteson Capital Management
New York
$515K +$269 +6 +0.1%
LSPW
90
Lake Street Private Wealth
Illinois
$492K +$497K +11,094 New
RJFSA
91
Raymond James Financial Services Advisors
Florida
$476K +$481K +10,730 New
DIM
92
Delta Investment Management
California
$461K -$3.47M -77,553 -88%
DI
93
DFPG Investments
Utah
$458K +$465K +10,380 New
FH
94
FWG Holdings
Florida
$424K +$1.34K +30 +0.3%
FWA
95
FSM Wealth Advisors
Ohio
$412K – – –
SIG
96
Sargent Investment Group
Maryland
$399K – – –
WF
97
Wayfinding Financial
Washington
$380K +$113K +2,514 +41%
AWAP
98
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$363K +$224 +5 +0.1%
Truist Financial
99
Truist Financial
North Carolina
$354K +$31.6K +705 +10%
FFA
100
Farther Finance Advisors
California
$350K +$67.6K +1,510 +24%
2 3
4
5 6

JPIE Hedge Fund Activity: Q3 2023 in Review

133 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q3 2023, worth a combined $493M — up 20% from $411M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new JPIE positions and 4 closed out — a net gain of 24 holders — while 79 added to existing stakes and 12 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $19.7M. The largest seller was Prentice Wealth Management, cutting an estimated $5.62M.

  • 133 institutional investors held JPMorgan Income ETF (JPIE) as of Q3 2023, up from 109 in Q2 2023.
  • Funds reported $493M of JPMorgan Income ETF stock for Q3 2023, up 20% quarter-over-quarter.
  • 28 funds opened new JPMorgan Income ETF positions in Q3 2023 and 4 closed out, a net change of +24 holders.
  • The largest JPMorgan Income ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $19.7M added.
  • The largest JPMorgan Income ETF seller in Q3 2023 was Prentice Wealth Management, an estimated $5.62M sold.

Based on aggregated 13F filings for Q3 2023.