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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Heritage Financial Services
Westwood,
Massachusetts
|
+$71.9M |
| 2 |
PS
Planned Solutions
Folsom,
California
|
+$11.8M |
| 3 |
MFG
Magnus Financial Group
New York
|
+$8.85M |
| 4 |
PWM
Prentice Wealth Management
Rochester,
New York
|
+$5.43M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$5.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$52.4M |
| 2 |
BL
BFSG LLC
Irvine,
California
|
-$2.21M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$1.7M |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$526K |
| 5 |
TFA
TPG Financial Advisors
Portland,
Oregon
|
-$398K |
JPIE Hedge Fund Activity: Q4 2022 in Review
66 of the 6,237 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.