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JPMorgan Income ETF
JPIE

178 hedge funds and large institutions have $897M invested in JPMorgan Income ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 96 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 37

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

15% more capital invested

Capital invested by funds: $779M → $897M (+$118M)

8% more funds holding

Funds holding: 165 → 178 (+13)

7.7% less ownership

Funds ownership: 85.93% → 78.23% (-7.7%)

13% less funds holding in top 10

Funds holding in top 10: 23 → 20 (-3)

Holders
178
Holders Change
+13
Holders Change %
+7.88%
% of All Funds
2.56%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.29%
New
30
Increased
96
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
+$14M
2
Bank of America
Bank of America
North Carolina
+$13.6M
3
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
+$10.5M
4
WA
Waverly Advisors
Alabama
+$9.19M
5
SMC
Smith, Moore & Co
Missouri
+$9.02M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.66M
2
VCM
Virtue Capital Management
Tennessee
-$2.07M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$1.74M
4
KV
Kickstand Ventures
New York
-$1.72M
5
BCP
Blue Chip Partners
Michigan
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
176
Highline Wealth Partners
California
$1.06K – – –
DFA
177
DHJJ Financial Advisors
Illinois
$411 – – –
Wells Fargo
178
Wells Fargo
California
$24 +$45 +1 New
BHWA
179
Beacon Harbor Wealth Advisors
Virginia
– -$1.74M -38,063 Closed
AWM
180
AE Wealth Management
Kansas
– -$1.05M -23,078 Closed
OMC
181
Old Mission Capital
Illinois
– -$937K -20,545 Closed
CFS
182
CGC Financial Services
Oregon
– -$867K -19,019 Closed
WWM
183
Western Wealth Management
Colorado
– -$758K -16,620 Closed
NW
184
NewEdge Wealth
Pennsylvania
– -$531K -11,650 Closed
SIG
185
Sargent Investment Group
Maryland
– -$389K -8,534 Closed
FAIM
186
Financial Advocates Investment Management
Washington
– -$332K -6,618 Closed
AWA
187
Arete Wealth Advisors
Illinois
– -$254K -5,564 Closed
GSC
188
G&S Capital
Colorado
– -$205K -4,487 Closed
ASN
189
Advisory Services Network
Georgia
– -$37.9K -831 Closed
RFA
190
Resurgent Financial Advisors
Georgia
– -$35.1K -770 Closed
CI
191
Cordant Inc
Oregon
– -$1.23K -27 Closed
4 5 6 7
8

JPIE Hedge Fund Activity: Q1 2024 in Review

178 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q1 2024, worth a combined $897M — up 15% from $779M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new JPIE positions and 13 closed out — a net gain of 17 holders — while 96 added to existing stakes and 37 trimmed.

The largest buyer was Savant Capital, adding an estimated $14M. The largest seller was Morgan Stanley, cutting an estimated $9.66M.

  • 178 institutional investors held JPMorgan Income ETF (JPIE) as of Q1 2024, up from 165 in Q4 2023.
  • Funds reported $897M of JPMorgan Income ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 30 funds opened new JPMorgan Income ETF positions in Q1 2024 and 13 closed out, a net change of +17 holders.
  • The largest JPMorgan Income ETF buyer in Q1 2024 was Savant Capital, an estimated $14M added.
  • The largest JPMorgan Income ETF seller in Q1 2024 was Morgan Stanley, an estimated $9.66M sold.

Based on aggregated 13F filings for Q1 2024.