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JPMorgan Income ETF
JPIE

31 hedge funds and large institutions have $120M invested in JPMorgan Income ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

63% more funds holding

Funds holding: 19 → 31 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less capital invested

Capital invested by funds: $127M → $120M (-$7.75M)

12.09% less ownership

Funds ownership: 94.11% → 82.01% (-12%)

Holders
31
Holders Change
+12
Holders Change %
+63.16%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
11
Reduced
2
Closed
4
Calls
$1.6M
Puts
–
Net Calls
+$1.6M
Net Calls Change
+$1.6M

Top Buyers

1
FMP
Financial Management Professionals
Texas
+$2.11M
2
Morgan Stanley
Morgan Stanley
New York
+$1.6M
3
Truist Financial
Truist Financial
North Carolina
+$1.41M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.04M
5
DAS
Dynamic Advisor Solutions
Arizona
+$723K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$10.8M
2
Jane Street
Jane Street
New York
-$998K
3
PAG
Paladin Advisory Group
Iowa
-$872K
4
5L
55I LLC
Massachusetts
-$691K
5
BL
BFSG LLC
California
-$366K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$73.6M -$10.8M -230,000 -13%
CAWM
2
Capital Advisors Wealth Management
Washington
$15.8M +$15.5K +330 +0.1%
FMP
3
Financial Management Professionals
Texas
$10.3M +$2.11M +44,716 +25%
BL
4
BFSG LLC
California
$3.58M -$366K -7,770 -9%
DIM
5
Delta Investment Management
California
$3.07M +$18.6K +395 +0.6%
Morgan Stanley
6
Morgan Stanley
New York
$2.05M +$1.6M +33,878 +314%
TWM
7
Tradition Wealth Management
Minnesota
$1.45M +$19.4K +412 +1%
Truist Financial
8
Truist Financial
North Carolina
$1.38M +$1.41M +30,024 New
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$1.04M +$350K +7,431 +49%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$1.02M +$590K +12,521 +128%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.01M +$1.04M +22,045 New
DAS
12
Dynamic Advisor Solutions
Arizona
$704K +$723K +15,350 New
IA
13
Integrity Advisory
Kansas
$639K +$296K +6,294 +82%
Osaic Holdings
14
Osaic Holdings
Arizona
$572K +$587K +12,470 New
VCM
15
Virtue Capital Management
Tennessee
$538K +$552K +11,731 New
HFS
16
Heritage Financial Services
Massachusetts
$514K +$528K +11,223 New
BWA
17
Burt Wealth Advisors
Maryland
$380K +$390K +8,284 New
DA
18
Detalus Advisors
Missouri
$342K +$351K +7,465 New
IC
19
IEQ Capital
California
$330K +$2.07K +44 +0.6%
CSPIA
20
Cary Street Partners Investment Advisory
Virginia
$303K +$311K +6,600 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$296K +$304K +6,454 New
HA
22
Herold Advisors
New York
$292K +$153K +3,260 +105%
FWA
23
FSM Wealth Advisors
Ohio
$231K +$232K +4,926 New
UBS Group
24
UBS Group
Switzerland
$67K +$59.7K +1,268 +637%
Wells Fargo
25
Wells Fargo
California
$59K +$60.5K +1,285 New
1
2

JPIE Hedge Fund Activity: Q2 2022 in Review

31 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q2 2022, worth a combined $120M — down 6.1% from $127M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JPIE positions and 4 closed out — a net gain of 12 holders — while 11 added to existing stakes and 2 trimmed.

The largest buyer was Financial Management Professionals, adding an estimated $2.11M. The largest seller was JP Morgan Chase, cutting an estimated $10.8M.

  • 31 institutional investors held JPMorgan Income ETF (JPIE) as of Q2 2022, up from 19 in Q1 2022.
  • Funds reported $120M of JPMorgan Income ETF stock for Q2 2022, down 6.1% quarter-over-quarter.
  • 16 funds opened new JPMorgan Income ETF positions in Q2 2022 and 4 closed out, a net change of +12 holders.
  • The largest JPMorgan Income ETF buyer in Q2 2022 was Financial Management Professionals, an estimated $2.11M added.
  • The largest JPMorgan Income ETF seller in Q2 2022 was JP Morgan Chase, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2022.