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JPMorgan Income ETF
JPIE

66 hedge funds and large institutions have $233M invested in JPMorgan Income ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 3

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

91% more capital invested

Capital invested by funds: $122M → $233M (+$111M)

83% more funds holding

Funds holding: 36 → 66 (+30)

0.7% more ownership

Funds ownership: 80.37% → 81.08% (+0.7%)

Holders
66
Holders Change
+30
Holders Change %
+83.33%
% of All Funds
1.06%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
33
Increased
22
Reduced
7
Closed
3
Calls
$2.67M
Puts
–
Net Calls
+$2.67M
Net Calls Change
+$975K

Top Buyers

Rank Fund Capital Flow
1
HFS
Heritage Financial Services
Massachusetts
+$71.9M
2
PS
Planned Solutions
California
+$11.8M
3
MFG
Magnus Financial Group
New York
+$8.85M
4
PWM
Prentice Wealth Management
New York
+$5.43M
5
MA
Mutual Advisors
Nebraska
+$5.26M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$52.4M
2
BL
BFSG LLC
California
-$2.21M
3
FMP
Financial Management Professionals
Texas
-$1.7M
4
SOS
Silver Oak Securities
Tennessee
-$526K
5
TFA
TPG Financial Advisors
Oregon
-$398K
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1
Heritage Financial Services
Massachusetts
$72.8M +$71.9M +1,604,859 +17,467%
SPWG
2
Syntegra Private Wealth Group
Missouri
$24.9M +$24.7M +551,456 New
CAWM
3
Capital Advisors Wealth Management
Washington
$16.7M +$1.31M +29,175 +9%
TFA
4
TPG Financial Advisors
Oregon
$15.8M -$398K -8,886 -2%
PS
5
Planned Solutions
California
$11.9M +$11.8M +263,500 New
FMP
6
Financial Management Professionals
Texas
$9.65M -$1.7M -37,892 -15%
MFG
7
Magnus Financial Group
New York
$8.92M +$8.85M +197,643 New
PWM
8
Prentice Wealth Management
New York
$5.47M +$5.43M +121,251 New
MA
9
Mutual Advisors
Nebraska
$5.3M +$5.26M +117,403 New
BWP
10
Bernardo Wealth Planning
Pennsylvania
$3.57M +$3.55M +79,152 New
EWA
11
Evolution Wealth Advisors
Florida
$3.32M +$3.29M +73,530 New
DIM
12
Delta Investment Management
California
$3.32M +$68.2K +1,523 +2%
SSC
13
Syverson Strege & Co
Iowa
$3.08M +$41.2K +921 +1%
AIA
14
Armor Investment Advisors
North Carolina
$2.96M +$532K +11,878 +22%
FWM
15
Fortress Wealth Management
California
$2.89M +$2.87M +64,046 New
SCM
16
Seascape Capital Management
New Hampshire
$2.74M +$2.72M +60,654 New
Morgan Stanley
17
Morgan Stanley
New York
$2.64M +$553K +12,352 +27%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.56M +$959K +21,404 +60%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$2.12M +$722K +16,121 +52%
GCM
20
Gallacher Capital Management
Colorado
$1.96M +$1.95M +43,457 New
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$1.66M +$527K +11,756 +47%
SPC
22
Sigma Planning Corp
Michigan
$1.56M +$1.55M +34,635 New
TWM
23
Tradition Wealth Management
Minnesota
$1.51M -$11.1K -247 -0.7%
USCWA
24
U.S. Capital Wealth Advisors
Texas
$1.41M +$1.4M +31,220 New
RA
25
Rockingstone Advisors
Massachusetts
$1.38M +$1.37M +30,552 New
1
2 3

JPIE Hedge Fund Activity: Q4 2022 in Review

66 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Income ETF (JPIE) for Q4 2022, worth a combined $233M — up 91% from $122M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new JPIE positions and 3 closed out — a net gain of 30 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Heritage Financial Services, adding an estimated $71.9M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $52.4M sold.

  • 66 institutional investors held JPMorgan Income ETF (JPIE) as of Q4 2022, up from 36 in Q3 2022.
  • Funds reported $233M of JPMorgan Income ETF stock for Q4 2022, up 91% quarter-over-quarter.
  • 33 funds opened new JPMorgan Income ETF positions in Q4 2022 and 3 closed out, a net change of +30 holders.
  • The largest JPMorgan Income ETF buyer in Q4 2022 was Heritage Financial Services, an estimated $71.9M added.
  • The largest JPMorgan Income ETF seller in Q4 2022 was JP Morgan Chase, an estimated $52.4M sold.

Based on aggregated 13F filings for Q4 2022.