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JPMorgan Income ETF
JPIE

36 hedge funds and large institutions have $122M invested in JPMorgan Income ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

16% more funds holding

Funds holding: 31 → 36 (+5)

2% more capital invested

Capital invested by funds: $120M → $122M (+$2.17M)

1.64% less ownership

Funds ownership: 82.01% → 80.37% (-1.6%)

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
15
Reduced
6
Closed
8
Calls
$1.7M
Puts
–
Net Calls
+$1.7M
Net Calls Change
+$99K

Top Buyers

1
TFA
TPG Financial Advisors
Oregon
+$16.6M
2
SSC
Syverson Strege & Co
Iowa
+$3.1M
3
AIA
Armor Investment Advisors
North Carolina
+$2.48M
4
FMP
Financial Management Professionals
Texas
+$1.27M
5
WWM
Western Wealth Management
Colorado
+$1.04M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$19.5M
2
Truist Financial
Truist Financial
North Carolina
-$1.38M
3
BL
BFSG LLC
California
-$1.3M
4
DAS
Dynamic Advisor Solutions
Arizona
-$704K
5
DA
Detalus Advisors
Missouri
-$342K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$52.4M -$19.5M -423,105 -26%
TFA
2
TPG Financial Advisors
Oregon
$15.9M +$16.6M +359,992 New
CAWM
3
Capital Advisors Wealth Management
Washington
$15.1M -$117K -2,536 -0.7%
FMP
4
Financial Management Professionals
Texas
$11.2M +$1.27M +27,538 +12%
DIM
5
Delta Investment Management
California
$3.19M +$236K +5,123 +8%
SSC
6
Syverson Strege & Co
Iowa
$2.98M +$3.1M +67,258 New
AIA
7
Armor Investment Advisors
North Carolina
$2.38M +$2.48M +53,760 New
BL
8
BFSG LLC
California
$2.21M -$1.3M -28,155 -36%
Morgan Stanley
9
Morgan Stanley
New York
$2.04M +$64.5K +1,398 +3%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.57M +$616K +13,368 +61%
TWM
11
Tradition Wealth Management
Minnesota
$1.49M +$98.9K +2,144 +7%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$1.36M +$394K +8,549 +38%
CSPIA
13
Cary Street Partners Investment Advisory
Virginia
$1.11M +$850K +18,434 +279%
WWM
14
Western Wealth Management
Colorado
$1.01M +$1.04M +22,640 New
MML Investors Services
15
MML Investors Services
Massachusetts
$939K +$977K +21,193 New
MPWT
16
MassMutual Private Wealth & Trust
Connecticut
$930K -$76.6K -1,662 -7%
SOS
17
Silver Oak Securities
Tennessee
$929K +$965K +20,929 New
VCM
18
Virtue Capital Management
Tennessee
$782K +$273K +5,918 +50%
Osaic Holdings
19
Osaic Holdings
Arizona
$699K +$152K +3,301 +26%
IA
20
Integrity Advisory
Kansas
$588K -$30.7K -666 -5%
HFS
21
Heritage Financial Services
Massachusetts
$407K -$93.8K -2,035 -18%
Jane Street
22
Jane Street
New York
$383K +$399K +8,644 New
BWA
23
Burt Wealth Advisors
Maryland
$378K +$11.8K +255 +3%
HA
24
Herold Advisors
New York
$339K +$59.4K +1,289 +20%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$313K +$28.7K +622 +10%
1
2

JPIE Hedge Fund Activity: Q3 2022 in Review

36 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q3 2022, worth a combined $122M — up 1.8% from $120M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JPIE positions and 8 closed out — a net gain of 5 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was TPG Financial Advisors, opening a new position worth an estimated $16.6M. The largest seller was JP Morgan Chase, cutting an estimated $19.5M.

  • 36 institutional investors held JPMorgan Income ETF (JPIE) as of Q3 2022, up from 31 in Q2 2022.
  • Funds reported $122M of JPMorgan Income ETF stock for Q3 2022, up 1.8% quarter-over-quarter.
  • 13 funds opened new JPMorgan Income ETF positions in Q3 2022 and 8 closed out, a net change of +5 holders.
  • The largest JPMorgan Income ETF buyer in Q3 2022 was TPG Financial Advisors, an estimated $16.6M added.
  • The largest JPMorgan Income ETF seller in Q3 2022 was JP Morgan Chase, an estimated $19.5M sold.

Based on aggregated 13F filings for Q3 2022.