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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
109
Holders Change
+25
Holders Change %
+29.76%
% of All Funds
1.71%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
31
Increased
58
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$28.2M
2
D
Diversified
Delaware
+$16.1M
3
FAM
Family Asset Management
South Carolina
+$12.1M
4
Morgan Stanley
Morgan Stanley
New York
+$6.94M
5
HFS
Heritage Financial Services
Massachusetts
+$6.3M

Top Sellers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
-$800K
2
TFA
TPG Financial Advisors
Oregon
-$675K
3
P
Palladiem
Pennsylvania
-$341K
4
WWM
WT Wealth Management
Arizona
-$304K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$257K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$54.3K +$54.7K +1,201 New
EWA
102
EverSource Wealth Advisors
Alabama
$39.2K – – –
IA
103
IFP Advisors
Florida
$29.8K +$30K +660 New
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$28K +$28K +614 New
CT
105
Colonial Trust
South Carolina
$24K +$24.2K +532 New
CTC
106
Central Trust Company
Missouri
$14.9K – – –
PA
107
Parallel Advisors
California
$3.89K +$3.92K +86 New
HWP
108
Highline Wealth Partners
California
$1K +$1K +22 New
TC
109
Truvestments Capital
Florida
$859 – – –
WWM
110
WT Wealth Management
Arizona
– -$304K -6,635 Closed
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
– -$257K -5,615 Closed
AAS
112
Avantax Advisory Services
Texas
– -$219K -4,774 Closed
JP Morgan Chase
113
JP Morgan Chase
New York
– -$67K -1,456 Closed
KTC
114
Kistler-Tiffany Companies
Pennsylvania
– -$32K -700 Closed
UBS Group
115
UBS Group
Switzerland
– -$31.5K -689 Closed
1 2 3 4
5

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.