JPMorgan Income ETF
JPIE
229 hedge funds and large institutions have $1.64B invested in JPMorgan Income ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 121 increasing their positions, 38 reducing their positions, and 10 closing their positions.
350% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 10
218% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 38
39% more capital invested
Capital invested by funds: $1.18B → $1.64B (+$461M)
24% more funds holding in top 10
Funds holding in top 10: 21 → 26 (+5)
16% more funds holding
Funds holding: 197 → 229 (+32)
3.62% more ownership
Funds ownership: 77.67% → 81.29% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$133M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$24.8M |
| 3 |
Morgan Stanley
New York
|
+$22.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$14.5M |
| 5 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$7.18M |
| 2 |
NA
Nordwand Advisors
Radnor,
Pennsylvania
|
-$3.02M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$1.74M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.36M |
| 5 |
Jane Street
New York
|
-$1.25M |
JPIE Hedge Fund Activity: Q3 2024 in Review
229 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q3 2024, worth a combined $1.64B — up 39% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new JPIE positions and 10 closed out — a net gain of 35 holders — while 121 added to existing stakes and 38 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Halbert Hargrove Global Advisors, exiting entirely with an estimated $7.18M sold.
- 229 institutional investors held JPMorgan Income ETF (JPIE) as of Q3 2024, up from 197 in Q2 2024.
- Funds reported $1.64B of JPMorgan Income ETF stock for Q3 2024, up 39% quarter-over-quarter.
- 45 funds opened new JPMorgan Income ETF positions in Q3 2024 and 10 closed out, a net change of +35 holders.
- The largest JPMorgan Income ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $133M added.
- The largest JPMorgan Income ETF seller in Q3 2024 was Halbert Hargrove Global Advisors, an estimated $7.18M sold.
Based on aggregated 13F filings for Q3 2024.