JPMorgan Income ETF
JPIE
165 hedge funds and large institutions have $779M invested in JPMorgan Income ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 84 increasing their positions, 30 reducing their positions, and 9 closing their positions.
367% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 9
180% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 30
64% more funds holding in top 10
Funds holding in top 10: 14 → 23 (+9)
58% more capital invested
Capital invested by funds: $493M → $779M (+$287M)
24% more funds holding
Funds holding: 133 → 165 (+32)
6.06% more ownership
Funds ownership: 79.86% → 85.93% (+6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$53.8M |
| 2 |
Morgan Stanley
New York
|
+$23.7M |
| 3 |
DOA
D'Orazio & Associates
Falls Church,
Virginia
|
+$15.5M |
| 4 |
EWM
Echo Wealth Management
Plymouth,
Minnesota
|
+$13.1M |
| 5 |
PCM
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$6.82M |
| 2 |
CAWM
Capital Advisors Wealth Management
Yakima,
Washington
|
-$1.75M |
| 3 |
IC
IEQ Capital
Foster City,
California
|
-$1.11M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$872K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$865K |
JPIE Hedge Fund Activity: Q4 2023 in Review
165 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q4 2023, worth a combined $779M — up 58% from $493M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new JPIE positions and 9 closed out — a net gain of 33 holders — while 84 added to existing stakes and 30 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $53.8M. The largest seller was Mutual Advisors, exiting entirely with an estimated $6.82M sold.
- 165 institutional investors held JPMorgan Income ETF (JPIE) as of Q4 2023, up from 133 in Q3 2023.
- Funds reported $779M of JPMorgan Income ETF stock for Q4 2023, up 58% quarter-over-quarter.
- 42 funds opened new JPMorgan Income ETF positions in Q4 2023 and 9 closed out, a net change of +33 holders.
- The largest JPMorgan Income ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $53.8M added.
- The largest JPMorgan Income ETF seller in Q4 2023 was Mutual Advisors, an estimated $6.82M sold.
Based on aggregated 13F filings for Q4 2023.