We are live on ! Find out more
JPIE icon

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
19
Holders Change
+11
Holders Change %
+137.5%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
4
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAWM
Capital Advisors Wealth Management
Washington
+$16.9M
2
BL
BFSG LLC
California
+$4.22M
3
FMP
Financial Management Professionals
Texas
+$3M
4
TWM
Tradition Wealth Management
Minnesota
+$1.53M
5
DIM
Delta Investment Management
California
+$1.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$7.12M
2
LWM
Laidlaw Wealth Management
New York
-$1.69M
3
UBS Group
UBS Group
Switzerland
-$63.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$88.1M -$7.12M -145,000 -7%
CAWM
2
Capital Advisors Wealth Management
Washington
$16.5M +$16.9M +344,090 New
FMP
3
Financial Management Professionals
Texas
$8.61M +$3M +61,182 +52%
BL
4
BFSG LLC
California
$4.12M +$4.22M +85,895 New
DIM
5
Delta Investment Management
California
$3.19M +$1.2M +24,506 +58%
TWM
6
Tradition Wealth Management
Minnesota
$1.49M +$1.53M +31,089 New
Jane Street
7
Jane Street
New York
$998K +$572K +11,657 +128%
PAG
8
Paladin Advisory Group
Iowa
$887K +$910K +18,526 New
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$730K +$747K +15,216 New
5L
10
55I LLC
Massachusetts
$691K +$707K +14,405 New
Morgan Stanley
11
Morgan Stanley
New York
$517K +$529K +10,779 New
VAS
12
Vestmark Advisory Solutions
Massachusetts
$468K +$479K +9,751 New
IA
13
Integrity Advisory
Kansas
$366K +$375K +7,634 New
IC
14
IEQ Capital
California
$343K +$351K +7,148 New
Koshinski Asset Management
15
Koshinski Asset Management
Illinois
$155K +$36.8K +750 +30%
HA
16
Herold Advisors
New York
$149K +$153K +3,110 New
KTC
17
Kistler-Tiffany Companies
Pennsylvania
$34K +$34.4K +700 New
EWA
18
EverSource Wealth Advisors
Alabama
$15K – – –
UBS Group
19
UBS Group
Switzerland
$10K -$63.2K -1,287 -87%
LWM
20
Laidlaw Wealth Management
New York
– -$1.69M -33,685 Closed

JPIE Hedge Fund Activity: Q1 2022 in Review

19 of the 6,340 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.