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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$19.7M |
| 2 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$6.59M |
| 3 |
HFS
Heritage Financial Services
Westwood,
Massachusetts
|
+$6.47M |
| 4 |
GCM
Gallacher Capital Management
Lone Tree,
Colorado
|
+$6.39M |
| 5 |
DOA
D'Orazio & Associates
Falls Church,
Virginia
|
+$5.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Prentice Wealth Management
Rochester,
New York
|
-$5.62M |
| 2 |
DIM
Delta Investment Management
San Francisco,
California
|
-$3.47M |
| 3 |
FAM
Family Asset Management
Charleston,
South Carolina
|
-$3.13M |
| 4 |
Morgan Stanley
New York
|
-$2.97M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$888K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTC
126
Central Trust Company
Jefferson City,
Missouri
| $14.6K | – | – | – |
|
127
Wells Fargo
San Francisco,
California
| $8.17K | +$8.24K | +184 | New |
|
128
UBS Group
Zurich,
Switzerland
| $5.82K | +$5.87K | +131 | New |
|
|
BFEC
129
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $4K | +$4.48K | +100 | New |
|
|
RAM
130
Riggs Asset Management
Dallas,
Pennsylvania
| $3.73K | +$3.76K | +84 | New |
|
|
HWP
131
Highline Wealth Partners
Sherman Oaks,
California
| $999 | +$45 | +1 | +5% |
|
132
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $577 | -$53.2K | -1,188 | -99% |
|
|
DFA
133
DHJJ Financial Advisors
Naperville,
Illinois
| $400 | +$403 | +9 | New |
|
|
OMC
134
Old Mission Capital
Chicago,
Illinois
| – | -$693K | -15,330 | Closed |
|
|
TCM
135
Triumph Capital Management
Denver,
Colorado
| – | -$314K | -6,950 | Closed |
|
|
PA
136
Parallel Advisors
San Francisco,
California
| – | -$3.89K | -86 | Closed |
|
|
TC
137
Truvestments Capital
Sarasota,
Florida
| – | -$859 | -19 | Closed |
|
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.