JPMorgan Income ETF
JPIE
197 hedge funds and large institutions have $1.18B invested in JPMorgan Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 47 reducing their positions, and 12 closing their positions.
200% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 12
111% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 47
31% more capital invested
Capital invested by funds: $897M → $1.18B (+$279M)
11% more funds holding
Funds holding: 178 → 197 (+19)
5% more funds holding in top 10
Funds holding in top 10: 20 → 21 (+1)
0.56% less ownership
Funds ownership: 78.23% → 77.67% (-0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$81.3M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$69.6M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$15.9M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$13.4M |
| 5 |
Morgan Stanley
New York
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAG
MRA Advisory Group
Parsippany,
New Jersey
|
-$10.2M |
| 2 |
KAM
Kensington Asset Management
Austin,
Texas
|
-$8.58M |
| 3 |
FAM
Family Asset Management
Charleston,
South Carolina
|
-$6.23M |
| 4 |
4WM
49 Wealth Management
Austin,
Texas
|
-$5.04M |
| 5 |
GCM
Gallacher Capital Management
Lone Tree,
Colorado
|
-$4.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KV
201
Kickstand Ventures
Pittsford,
New York
| – | -$2.84M | -62,280 | Closed |
|
|
BCM
202
Beck Capital Management
Austin,
Texas
| – | -$1.58M | -34,704 | Closed |
|
203
Northern Trust
Chicago,
Illinois
| – | -$1.21M | -26,459 | Closed |
|
|
SFS
204
Security Financial Services
Fort Wayne,
Indiana
| – | -$287K | -6,301 | Closed |
|
|
KCM
205
Kathmere Capital Management
Wayne,
Pennsylvania
| – | -$258K | -5,658 | Closed |
|
|
CT
206
Colonial Trust
Spartanburg,
South Carolina
| – | -$140K | -3,075 | Closed |
|
207
UBS Group
Zurich,
Switzerland
| – | -$38.9K | -853 | Closed |
|
|
AWM
208
Abound Wealth Management
Franklin,
Tennessee
| – | -$2.28K | -50 | Closed |
|
|
HWP
209
Highline Wealth Partners
Sherman Oaks,
California
| – | -$1.06K | -23 | Closed |
|
JPIE Hedge Fund Activity: Q2 2024 in Review
197 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q2 2024, worth a combined $1.18B — up 31% from $897M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new JPIE positions and 12 closed out — a net gain of 24 holders — while 99 added to existing stakes and 47 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $81.3M. The largest seller was MRA Advisory Group, exiting entirely with an estimated $10.2M sold.
- 197 institutional investors held JPMorgan Income ETF (JPIE) as of Q2 2024, up from 178 in Q1 2024.
- Funds reported $1.18B of JPMorgan Income ETF stock for Q2 2024, up 31% quarter-over-quarter.
- 36 funds opened new JPMorgan Income ETF positions in Q2 2024 and 12 closed out, a net change of +24 holders.
- The largest JPMorgan Income ETF buyer in Q2 2024 was Royal Bank of Canada, an estimated $81.3M added.
- The largest JPMorgan Income ETF seller in Q2 2024 was MRA Advisory Group, an estimated $10.2M sold.
Based on aggregated 13F filings for Q2 2024.