JPMorgan Income ETF
JPIE
266 hedge funds and large institutions have $1.91B invested in JPMorgan Income ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 137 increasing their positions, 51 reducing their positions, and 14 closing their positions.
307% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 14
169% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 51
19% more funds holding in top 10
Funds holding in top 10: 26 → 31 (+5)
17% more capital invested
Capital invested by funds: $1.64B → $1.91B (+$278M)
16% more funds holding
Funds holding: 229 → 266 (+37)
5% less ownership
Funds ownership: 81.29% → 76.29% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$63.5M |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$27M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$24.8M |
| 4 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$18.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Prentice Wealth Management
Rochester,
New York
|
-$8.18M |
| 2 |
FF
Financial Futures
Brielle,
New Jersey
|
-$6.03M |
| 3 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$5.6M |
| 4 |
CF
Clarity Financial
Houston,
Texas
|
-$2.82M |
| 5 |
TGAM
TBH Global Asset Management
Brentwood,
Tennessee
|
-$2.29M |
JPIE Hedge Fund Activity: Q4 2024 in Review
266 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q4 2024, worth a combined $1.91B — up 17% from $1.64B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new JPIE positions and 14 closed out — a net gain of 43 holders — while 137 added to existing stakes and 51 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $63.5M. The largest seller was Prentice Wealth Management, cutting an estimated $8.18M.
- 266 institutional investors held JPMorgan Income ETF (JPIE) as of Q4 2024, up from 229 in Q3 2024.
- Funds reported $1.91B of JPMorgan Income ETF stock for Q4 2024, up 17% quarter-over-quarter.
- 57 funds opened new JPMorgan Income ETF positions in Q4 2024 and 14 closed out, a net change of +43 holders.
- The largest JPMorgan Income ETF buyer in Q4 2024 was Osaic Holdings, an estimated $63.5M added.
- The largest JPMorgan Income ETF seller in Q4 2024 was Prentice Wealth Management, an estimated $8.18M sold.
Based on aggregated 13F filings for Q4 2024.