JPMorgan Income ETF
JPIE
19 hedge funds and large institutions have $127M invested in JPMorgan Income ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
138% more funds holding
Funds holding: 8 → 19 (+11)
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
16% more capital invested
Capital invested by funds: $110M → $127M (+$17.5M)
8.59% less ownership
Funds ownership: 102.69% → 94.11% (-8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAWM
Capital Advisors Wealth Management
Yakima,
Washington
|
+$16.9M |
| 2 |
BL
BFSG LLC
Irvine,
California
|
+$4.22M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$3M |
| 4 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$1.53M |
| 5 |
DIM
Delta Investment Management
San Francisco,
California
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$7.12M |
| 2 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
-$1.69M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$63.2K |
JPIE Hedge Fund Activity: Q1 2022 in Review
19 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q1 2022, worth a combined $127M — up 16% from $110M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JPIE positions and 1 closed out — a net gain of 11 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Capital Advisors Wealth Management, opening a new position worth an estimated $16.9M. The largest seller was JP Morgan Chase, cutting an estimated $7.12M.
- 19 institutional investors held JPMorgan Income ETF (JPIE) as of Q1 2022, up from 8 in Q4 2021.
- Funds reported $127M of JPMorgan Income ETF stock for Q1 2022, up 16% quarter-over-quarter.
- 12 funds opened new JPMorgan Income ETF positions in Q1 2022 and 1 closed out, a net change of +11 holders.
- The largest JPMorgan Income ETF buyer in Q1 2022 was Capital Advisors Wealth Management, an estimated $16.9M added.
- The largest JPMorgan Income ETF seller in Q1 2022 was JP Morgan Chase, an estimated $7.12M sold.
Based on aggregated 13F filings for Q1 2022.