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JPMorgan Income ETF
JPIE

8 hedge funds and large institutions have $110M invested in JPMorgan Income ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

102.69% more ownership

Funds ownership: 0% → 102.69% (+103%)

Holders
8
Holders Change
+8
Holders Change %
–
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$99.5M
2
FMP
Financial Management Professionals
Texas
+$5.94M
3
DIM
Delta Investment Management
California
+$2.11M
4
LWM
Laidlaw Wealth Management
New York
+$1.69M
5
Jane Street
Jane Street
New York
+$459K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$99.4M +$99.5M +1,980,000 New
FMP
2
Financial Management Professionals
Texas
$5.94M +$5.94M +118,254 New
DIM
3
Delta Investment Management
California
$2.11M +$2.11M +41,972 New
LWM
4
Laidlaw Wealth Management
New York
$1.69M +$1.69M +33,685 New
Jane Street
5
Jane Street
New York
$459K +$459K +9,140 New
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$125K +$125K +2,481 New
UBS Group
7
UBS Group
Switzerland
$75K +$74.7K +1,486 New
EWA
8
EverSource Wealth Advisors
Alabama
$16K +$16K +318 New

JPIE Hedge Fund Activity: Q4 2021 in Review

8 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q4 2021, worth a combined $110M.

Buyers outnumbered sellers: 8 funds opened new JPIE positions and 0 closed out — a net gain of 8 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $99.5M.

  • 8 institutional investors held JPMorgan Income ETF (JPIE) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $110M of JPMorgan Income ETF stock for Q4 2021.
  • 8 funds opened new JPMorgan Income ETF positions in Q4 2021 and 0 closed out, a net change of +8 holders.
  • The largest JPMorgan Income ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $99.5M added.

Based on aggregated 13F filings for Q4 2021.